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

Perigon Wealth Management, LLC

  • $4.72 Billion
  • Q3 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 5,603 shares of SUSL stock, worth $665,580. This represents 0.01% of its overall portfolio holdings.

Number of Shares
5,603
Previous 5,622 0.34%
Holding current value
$665,580
Previous $609,000 7.55%
% of portfolio
0.01%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
193
Shares Held
6.46M
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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