Perigon Wealth Management, LLC Ishares Tr Esg Msci Usa Leader Transaction History

Perigon Wealth Management, LLC

  • $5.25 Billion
  • Q4 2025

A detailed history of Perigon Wealth Management, LLC transactions in Ishares Tr Esg Msci Usa Leader stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 6,198 shares of SUSL stock, worth $736,260. This represents 0.01% of its overall portfolio holdings.

Number of Shares
6,198
Previous 5,603 10.62%
Holding current value
$736,260
Previous $655,000 12.37%
% of portfolio
0.01%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 16, 2026
BUY
$115.02 - $121.67 $68,436 - $72,393
595 Added 10.62%
6,198 $736,000
Q3 2025

Oct 17, 2025
SELL
$108.03 - $117.04 $2,052 - $2,223
-19 Reduced 0.34%
5,603 $655,000
Q2 2025

Jul 15, 2025
SELL
$86.12 - $108.35 $27,989 - $35,213
-325 Reduced 5.46%
5,622 $609,000
Q1 2025

Apr 23, 2025
BUY
$95.35 - $107.82 $567,046 - $641,205
5,947 New
5,947 $569,000

Others Institutions Holding SUSL

# of Institutions
195
Shares Held
6.5M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR ESG MSCI USA LEADER

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