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 71,752 shares of ESMV stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares
71,752
Previous 77,629 7.57%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About ISHARES TR ISHARES ESG MSCI US


  • Ticker ESMV
More about ESMV
Track This Portfolio

Track Perigon Wealth Management, LLC Portfolio

Follow Perigon Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Perigon Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Perigon Wealth Management, LLC with notifications on news.