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 csvQuarterly reported holdings in Ishares Tr by Perigon Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $920k | 12k | 75.74 |
| 2025-06-30 | $1.5M | 20k | 74.44 |
| 2025-03-31 | $1.4M | 21k | 67.34 |
| 2024-12-31 | $1.4M | 22k | 65.29 |
| 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 |