Perennial Advisors, LLC Ishares S&P 500 Value ETF Transaction History

Perennial Advisors, LLC

  • $572 Million
  • Q3 2025

A detailed history of Perennial Advisors, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Perennial Advisors, LLC holds 979 shares of IVE stock, worth $201,321. This represents 0.04% of its overall portfolio holdings.

Number of Shares
979
Holding current value
$201,321
% of portfolio
0.04%

Shares

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

Oct 14, 2025
BUY
$194.44 - $206.51 $190,356 - $202,173
979 New
979 $202,000
Q3 2021

Nov 08, 2021
SELL
$143.75 - $152.0 $140,731 - $148,808
-979 Closed
0 $0
Q1 2021

May 17, 2021
BUY
$125.98 - $142.4 $123,334 - $139,409
979 New
979 $138,000

Others Institutions Holding IVE

# of Institutions
1,708
Shares Held
166M
Call Options Held
93.3K
Put Options Held
41K
View Full List

About ISHARES S&P 500 VALUE ETF

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