Perigon Wealth Management, LLC Ishares Esg Advanced Msci Eafe Transaction History

Perigon Wealth Management, LLC

  • $4.18 Billion
  • Q2 2025

A detailed history of Perigon Wealth Management, LLC transactions in Ishares Esg Advanced Msci Eafe stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 20,363 shares of DMXF stock, worth $1.51 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
20,363
Previous 20,609 1.19%
Holding current value
$1.51 Million
Previous $1.39 Million 9.23%
% of portfolio
0.04%
Previous 0.04%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 15, 2025
SELL
$59.98 - $74.92 $14,755 - $18,430
-246 Reduced 1.19%
20,363 $1.52 Million
Q1 2025

Apr 23, 2025
SELL
$63.91 - $70.19 $86,853 - $95,388
-1,359 Reduced 6.19%
20,609 $1.39 Million
Q4 2024

Jan 22, 2025
BUY
$64.62 - $71.43 $621,579 - $687,085
9,619 Added 77.89%
21,968 $1.42 Million
Q3 2024

Oct 16, 2024
BUY
$64.83 - $72.82 $229,174 - $257,418
3,535 Added 40.11%
12,349 $889,000
Q2 2024

Aug 02, 2024
BUY
$64.36 - $70.16 $247,142 - $269,414
3,840 Added 77.2%
8,814 $594,000
Q1 2024

Apr 29, 2024
BUY
$62.17 - $69.12 $52,409 - $58,268
843 Added 20.41%
4,974 $338,000
Q4 2023

Jan 29, 2024
SELL
$54.4 - $64.25 $6,364 - $7,517
-117 Reduced 2.75%
4,131 $263,000
Q3 2023

Oct 30, 2023
BUY
$56.74 - $62.52 $21,561 - $23,757
380 Added 9.82%
4,248 $242,000
Q2 2023

Aug 02, 2023
BUY
$59.18 - $61.93 $228,908 - $239,545
3,868 New
3,868 $235,000

Others Institutions Holding DMXF

# of Institutions
244
Shares Held
8.66M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES ESG ADVANCED MSCI EAFE

DMXF Quotes by TradingView
  • Ticker DMXF
  • Sector Technology
More about DMXF
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