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
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Quarterly reported holdings in Ishares Tr by Perigon Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $224k | 7.7k | 29.15 |
| 2025-06-30 | $395k | 14k | 28.92 |
| 2025-03-31 | $562k | 20k | 28.64 |
| 2024-12-31 | $1.4M | 49k | 28.20 |
| 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 |