Perigon Wealth Management, LLC Ishares Core Dividend Growth E Transaction History

Perigon Wealth Management, LLC

$5.25 Billion
Q4 2025

A detailed history of Perigon Wealth Management, LLC transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 8,384 shares of DGRO stock, worth $573,717. This represents 0.01% of its overall portfolio holdings.

Number of Shares

8,384

Previous 4,543 84.55%

Holding current value

$573,717

Previous $309,000 85.44%

% of portfolio

0.01%

Previous 0.01%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 16, 2026	BUY	$66.93 - $69.17 $257,078 - $265,681	3,841 Added 84.55%	8,384 $573,000
Q3 2025 Oct 17, 2025	SELL	$64.12 - $68.08 $126,444 - $134,253	-1,972 Reduced 30.27%	4,543 $309,000
Q2 2025 Jul 15, 2025	SELL	$55.22 - $63.94 $12,755 - $14,770	-231 Reduced 3.42%	6,515 $416,000
Q1 2025 Apr 23, 2025	SELL	$60.46 - $64.42 $26,421 - $28,151	-437 Reduced 6.08%	6,746 $416,000
Q4 2024 Jan 22, 2025	BUY	$60.73 - $64.94 $2,672 - $2,857	44 Added 0.62%	7,183 $440,000

Q3 2024 Oct 16, 2024	BUY	$57.47 - $62.76 $16,781 - $18,325	292 Added 4.26%	7,139 $447,000
Q2 2024 Aug 02, 2024	BUY	$55.23 - $58.55 $57,549 - $61,009	1,042 Added 17.95%	6,847 $394,000
Q1 2024 Apr 29, 2024	BUY	$53.33 - $58.06 $57,276 - $62,356	1,074 Added 22.7%	5,805 $337,000
Q4 2023 Jan 29, 2024	BUY	$47.36 - $54.1 $224,060 - $255,947	4,731 New	4,731 $254,000
Q2 2023 Aug 02, 2023	SELL	$49.08 - $51.53 $15,852 - $16,644	-323 Reduced 2.7%	11,657 $600,000
Q1 2023 May 03, 2023	BUY	$47.94 - $51.79 $124,356 - $134,343	2,594 Added 27.64%	11,980 $598,000
Q4 2022 May 01, 2023	BUY	$44.53 - $52.33 $417,958 - $491,169	9,386 New	9,386 $469,000
Q1 2022 May 16, 2022	SELL	$50.66 - $56.06 $13,880 - $15,360	-274 Reduced 3.62%	7,299 $390,000
Q4 2021 Feb 11, 2022	BUY	$50.43 - $55.68 $93,497 - $103,230	1,854 Added 32.42%	7,573 $421,000
Q3 2021 Oct 25, 2021	BUY	$50.23 - $53.1 $287,265 - $303,678	5,719 New	5,719 $287,000

Others Institutions Holding DGRO

# of Institutions

1,339

Shares Held

312M

Call Options Held

1.58M

Put Options Held

24.2K

View Full List

About ISHARES CORE DIVIDEND GROWTH E

Ticker DGRO
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Perigon Wealth Management, LLC Ishares Core Dividend Growth E Transaction History