Perennial Investment Advisors, LLC Ishares Core S&P U.S. Value Et Transaction History
Perennial Investment Advisors, LLC
- $657 Million
- Q1 2024
A detailed history of Perennial Investment Advisors, LLC transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Perennial Investment Advisors, LLC holds 7,481 shares of IUSV stock, worth $678,451. This represents 0.1% of its overall portfolio holdings.
Number of Shares
7,481
Previous 7,805
4.15%
Holding current value
$678,451
Previous $658,000
2.74%
% of portfolio
0.1%
Previous 0.11%
Shares
8 transactions
Others Institutions Holding IUSV
# of Institutions
671Shares Held
149MCall Options Held
7.1KPut Options Held
200-
Bank Of America Corp Charlotte, NC60MShares$5.44 Billion0.51% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.3MShares$1.12 Billion0.61% of portfolio
-
Morgan Stanley New York, NY8.12MShares$737 Million0.06% of portfolio
-
Ronald Blue Trust, Inc. Brentwood, TN4.61MShares$418 Million5.63% of portfolio
-
Signaturefd, LLC Atlanta, GA4.24MShares$385 Million8.13% of portfolio