Perennial Investment Advisors, LLC Ishares Core S&P U.S. Value Et Transaction History
Perennial Investment Advisors, LLC
- $698 Million
- Q2 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 9,565 shares of IUSV stock, worth $902,362. This represents 0.12% of its overall portfolio holdings.
Number of Shares
9,565
Previous 7,481
27.86%
Holding current value
$902,362
Previous $676,000
24.56%
% of portfolio
0.12%
Previous 0.1%
Shares
9 transactions
Others Institutions Holding IUSV
# of Institutions
705Shares Held
158MCall Options Held
2.8KPut Options Held
2K-
Bank Of America Corp Charlotte, NC63.3MShares$5.97 Billion0.5% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.9MShares$1.22 Billion0.58% of portfolio
-
Morgan Stanley New York, NY8.58MShares$809 Million0.06% of portfolio
-
Ronald Blue Trust, Inc. Brentwood, TN4.91MShares$464 Million5.88% of portfolio
-
Signaturefd, LLC Atlanta, GA4.31MShares$406 Million7.92% of portfolio