Perennial Investment Advisors, LLC Ishares Core S&P U.S. Value Et Transaction History
Perennial Investment Advisors, LLC
- $826 Million
- Q4 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 9,271 shares of IUSV stock, worth $892,982. This represents 0.1% of its overall portfolio holdings.
Number of Shares
9,271
Previous 9,058
2.35%
Holding current value
$892,982
Previous $864,000
0.69%
% of portfolio
0.1%
Previous 0.11%
Shares
11 transactions
Others Institutions Holding IUSV
# of Institutions
771Shares Held
174MCall Options Held
2.9KPut Options Held
0-
Bank Of America Corp Charlotte, NC71.6MShares$6.9 Billion0.57% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.8MShares$1.33 Billion0.54% of portfolio
-
Morgan Stanley New York, NY9.25MShares$891 Million0.06% of portfolio
-
Ronald Blue Trust, Inc. Brentwood, TN4.65MShares$448 Million5.6% of portfolio
-
Envestnet Asset Management Inc4.41MShares$425 Million0.14% of portfolio