Perigon Wealth Management »

Ishares Tr shares owned by Perigon Wealth Management

Quarter-by-quarter ownership of Ishares Tr (DMXF) shares owned by Perigon Wealth Management from 13F filings

Historical chart of Perigon Wealth Management investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr held by Perigon Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ishares Tr by Perigon Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $890k 12k 72.04
2024-06-30 $594k 8.8k 67.43
2024-03-31 $339k 5.0k 68.13
2023-12-31 $264k 4.1k 63.88
2023-09-30 $243k 4.2k 57.09
2023-06-30 $236k 3.9k 60.91