Perigon Wealth Management, LLC Ishares Trust Ishares Msci Glo Transaction History

Perigon Wealth Management, LLC

  • $4.72 Billion
  • Q3 2025

A detailed history of Perigon Wealth Management, LLC transactions in Ishares Trust Ishares Msci Glo stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 6,302 shares of SDG stock, worth $539,136. This represents 0.01% of its overall portfolio holdings.

Number of Shares
6,302
Previous 6,682 5.69%
Holding current value
$539,136
Previous $506,000 3.56%
% of portfolio
0.01%
Previous 0.01%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 17, 2025
SELL
$75.87 - $83.26 $28,830 - $31,638
-380 Reduced 5.69%
6,302 $524,000
Q2 2025

Jul 15, 2025
SELL
$65.66 - $77.49 $15,889 - $18,752
-242 Reduced 3.5%
6,682 $506,000
Q1 2025

Apr 23, 2025
SELL
$69.64 - $76.33 $19,708 - $21,601
-283 Reduced 3.93%
6,924 $501,000
Q4 2024

Jan 22, 2025
BUY
$71.56 - $85.77 $115,855 - $138,861
1,619 Added 28.97%
7,207 $515,000
Q3 2024

Oct 16, 2024
BUY
$74.95 - $85.33 $4,497 - $5,119
60 Added 1.09%
5,588 $473,000
Q2 2024

Aug 02, 2024
BUY
$74.48 - $81.76 $411,725 - $451,969
5,528 New
5,528 $414,000

Others Institutions Holding SDG

# of Institutions
115
Shares Held
944K
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TRUST ISHARES MSCI GLO

SDG Quotes by TradingView
  • Ticker SDG
  • Sector ETFs
  • Industry ETFs
More about SDG
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