Perennial Investment Advisors, LLC Ishares Core S&P Total U.S. St Transaction History

Perennial Investment Advisors, LLC

  • $989 Million
  • Q2 2025

A detailed history of Perennial Investment Advisors, LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Perennial Investment Advisors, LLC holds 3,384 shares of ITOT stock, worth $498,361. This represents 0.05% of its overall portfolio holdings.

Number of Shares
3,384
Previous 1,929 75.43%
Holding current value
$498,361
Previous $235,000 94.04%
% of portfolio
0.05%
Previous 0.03%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 11, 2025
BUY
$108.12 - $135.04 $157,314 - $196,483
1,455 Added 75.43%
3,384 $456,000
Q1 2025

May 15, 2025
BUY
$120.29 - $134.6 $232,039 - $259,643
1,929 New
1,929 $235,000

Others Institutions Holding ITOT

# of Institutions
1,638
Shares Held
325M
Call Options Held
69.1K
Put Options Held
33.4K
View Full List

About ISHARES CORE S&P TOTAL U.S. ST

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  • Sector ETFs
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