Perigon Wealth Management, LLC Ishares Esg Advanced Msci Usa Transaction History

Perigon Wealth Management, LLC

  • $4.72 Billion
  • Q3 2025

A detailed history of Perigon Wealth Management, LLC transactions in Ishares Esg Advanced Msci Usa stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 30,160 shares of USXF stock, worth $1.72 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
30,160
Previous 29,412 2.54%
Holding current value
$1.72 Million
Previous $1.59 Million 8.95%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Oct 17, 2025
BUY
$53.69 - $57.31 $40,160 - $42,867
748 Added 2.54%
30,160 $1.73 Million
Q2 2025

Jul 15, 2025
SELL
$41.54 - $53.93 $595,018 - $772,493
-14,324 Reduced 32.75%
29,412 $1.59 Million
Q1 2025

Apr 23, 2025
BUY
$46.38 - $52.65 $314,363 - $356,861
6,778 Added 18.34%
43,736 $2.04 Million
Q4 2024

Jan 22, 2025
BUY
$48.45 - $52.57 $417,348 - $452,837
8,614 Added 30.39%
36,958 $1.84 Million
Q3 2024

Oct 16, 2024
BUY
$43.59 - $49.35 $186,434 - $211,069
4,277 Added 17.77%
28,344 $1.39 Million
Q2 2024

Aug 02, 2024
BUY
$41.56 - $47.79 $450,801 - $518,378
10,847 Added 82.05%
24,067 $1.12 Million
Q1 2024

Apr 29, 2024
BUY
$38.81 - $45.23 $73,428 - $85,575
1,892 Added 16.7%
13,220 $596,000
Q4 2023

Jan 29, 2024
BUY
$33.24 - $39.9 $53,316 - $63,999
1,604 Added 16.5%
11,328 $451,000
Q3 2023

Oct 30, 2023
BUY
$34.33 - $37.33 $32,407 - $35,239
944 Added 10.75%
9,724 $337,000
Q2 2023

Aug 02, 2023
BUY
$32.33 - $35.95 $59,487 - $66,148
1,840 Added 26.51%
8,780 $315,000
Q1 2023

May 03, 2023
BUY
$30.39 - $33.7 $210,906 - $233,878
6,940 New
6,940 $229,000

Others Institutions Holding USXF

# of Institutions
282
Shares Held
16.7M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES ESG ADVANCED MSCI USA

USXF Quotes by TradingView
  • Ticker USXF
  • Sector Technology
More about USXF
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