Perennial Investment Advisors, LLC Ishares Tr Transaction History

Perennial Investment Advisors, LLC

  • $761 Million
  • Q3 2024

A detailed history of Perennial Investment Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Perennial Investment Advisors, LLC holds 1,802 shares of DVY stock, worth $240,855. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,802
Holding current value
$240,855
% of portfolio
0.03%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
BUY
$119.99 - $135.74 $216,221 - $244,603
1,802 New
1,802 $243,000
Q1 2024

May 14, 2024
BUY
$113.31 - $123.18 $184,581 - $200,660
1,629 New
1,629 $200,000
Q4 2021

Feb 14, 2022
BUY
$114.37 - $122.59 $29,736 - $31,873
260 Added 9.27%
3,066 $377,000
Q3 2021

Nov 12, 2021
BUY
$112.53 - $119.9 $97,788 - $104,193
869 Added 44.86%
2,806 $321,000
Q2 2021

Jul 29, 2021
BUY
$114.14 - $123.06 $221,089 - $238,367
1,937 New
1,937 $226,000

Others Institutions Holding DVY

# of Institutions
1,360
Shares Held
70.5M
Call Options Held
1.1M
Put Options Held
383K
View Full List

About ISHARES TR

DVY Quotes by TradingView
  • Ticker DVY
  • Sector ETFs
  • Industry ETFs
More about DVY
Track This Portfolio

Track Perennial Investment Advisors, LLC Portfolio

Follow Perennial Investment Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Perennial Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Perennial Investment Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email