Perennial Investment Advisors, LLC Ishares Morningstar Value ETF Transaction History
Perennial Investment Advisors, LLC
- $761 Million
- Q3 2024
A detailed history of Perennial Investment Advisors, LLC transactions in Ishares Morningstar Value ETF stock. As of the latest transaction made, Perennial Investment Advisors, LLC holds 3,002 shares of ILCV stock, worth $251,657. This represents 0.03% of its overall portfolio holdings.
Number of Shares
3,002Holding current value
$251,657% of portfolio
0.03%Shares
1 transactions
Others Institutions Holding ILCV
# of Institutions
136Shares Held
8.09MCall Options Held
117KPut Options Held
0-
Equitable Holdings, Inc. New York, NY941KShares$78.9 Million0.78% of portfolio
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Bank Of America Corp Charlotte, NC791KShares$66.3 Million0.01% of portfolio
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Steele Capital Management, Inc. Dubuque, IA694KShares$58.2 Million3.0% of portfolio
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Matrix Trust CO693KShares$58.1 Million10.65% of portfolio
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Ubs Group Ag500KShares$41.9 Million0.01% of portfolio