Perigon Wealth Management, LLC Ishares Tr Ishares Esg Msci Us Transaction History

Perigon Wealth Management, LLC

  • $4.18 Billion
  • Q2 2025

A detailed history of Perigon Wealth Management, LLC transactions in Ishares Tr Ishares Esg Msci Us stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 13,655 shares of ESMV stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares
13,655
Previous 19,610 30.37%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Jul 15, 2025
SELL
N/A
-5,955 Reduced 30.37%
13,655 $0
Q1 2025

Apr 23, 2025
SELL
N/A
-29,418 Reduced 60.0%
19,610 $0
Q4 2024

Jan 22, 2025
SELL
N/A
-22,724 Reduced 31.67%
49,028 $0
Q3 2024

Oct 16, 2024
SELL
N/A
-5,877 Reduced 7.57%
71,752 $0
Q2 2024

Aug 02, 2024
SELL
N/A
-916 Reduced 1.17%
77,629 $0
Q1 2024

Apr 29, 2024
BUY
N/A
78,545 New
78,545 $0
Q4 2022

May 01, 2023
BUY
N/A
10,665 New
10,665 $0
Q3 2022

Dec 13, 2022
BUY
N/A
10,812 New
10,812 $223,000
Q3 2011

Nov 14, 2022
BUY
N/A
10,812
10,812 $223,000

Others Institutions Holding ESMV

# of Institutions
12
Shares Held
229K
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR ISHARES ESG MSCI US

ESMV Quotes by TradingView
  • Ticker ESMV
More about ESMV
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