Perennial Investment Advisors, LLC Ishares Morningstar Value ETF Transaction History

Perennial Investment Advisors, LLC

  • $826 Million
  • Q4 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 3,781 shares of ILCV stock, worth $319,645. This represents 0.04% of its overall portfolio holdings.

Number of Shares
3,781
Previous 3,002 25.95%
Holding current value
$319,645
Previous $246,000 24.39%
% of portfolio
0.04%
Previous 0.03%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 12, 2025
BUY
$80.23 - $85.43 $62,499 - $66,549
779 Added 25.95%
3,781 $306,000
Q3 2024

Nov 14, 2024
BUY
$75.47 - $82.2 $226,560 - $246,764
3,002 New
3,002 $246,000

Others Institutions Holding ILCV

# of Institutions
155
Shares Held
8.94M
Call Options Held
117K
Put Options Held
0
View Full List

About ISHARES MORNINGSTAR VALUE ETF

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