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Ishares Tr shares owned by Perigon Wealth Management

Quarter-by-quarter ownership of Ishares Tr (ESMV) 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

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Quarterly reported holdings in Ishares Tr by Perigon Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.1M 72k 28.74
2024-06-30 $2.1M 78k 26.43
2024-03-31 $2.1M 79k 26.62
2022-12-31 $242k 11k 22.72
2022-09-30 $223k 11k 20.63
2011-09-30 $223k 11k 20.63

More positions owned by Perigon Wealth Management

Apple (AAPL)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Spdr S&p 500 Etf Tr Put Put Option (Principal)
Alphabet Cap Stk Cl C (GOOG)
Ishares Tr Core Total Usd (IUSB)
Meta Platforms Cl A (META)
Occidental Petroleum Corporation (OXY)
Home Depot (HD)
J P Morgan Exchange Traded F Betabuildrs Us (BBUS)

View all positions for Perigon Wealth Management

Top funds holding Ishares Tr

BlackRock
BlackRock
Guardian Capital
Perigon Wealth Management
Tower Research Capital
Alpine Bank Wealth Management
Financial Advisors
Old Mission Capital
Susquehanna International
CWM

View all funds holding Ishares Tr