Ishares Tr fund shares owned by Perigon Wealth Management
Quarter-by-quarter ownership of Ishares Tr fund (BGRN) shares owned by Perigon Wealth Management
from 13F filings
Historical chart of Perigon Wealth Management investment in Ishares Tr fund
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Quarterly reported holdings in Ishares Tr fund by Perigon Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $203k | 4.2k | 48.13 |
| 2025-06-30 | $208k | 4.4k | 47.67 |
| 2025-03-31 | $206k | 4.4k | 47.36 |
| 2024-12-31 | $203k | 4.4k | 46.64 |
| 2024-09-30 | $239k | 4.9k | 48.34 |