Perennial Investment Advisors, LLC Ishares S&P 500 Value ETF Transaction History

Perennial Investment Advisors, LLC

  • $657 Million
  • Q1 2024

A detailed history of Perennial Investment Advisors, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Perennial Investment Advisors, LLC holds 5,055 shares of IVE stock, worth $917,937. This represents 0.14% of its overall portfolio holdings.

Number of Shares
5,055
Previous 3,311 52.67%
Holding current value
$917,937
Previous $575,000 64.17%
% of portfolio
0.14%
Previous 0.1%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024
BUY
$171.09 - $186.81 $298,380 - $325,796
1,744 Added 52.67%
5,055 $944,000
Q3 2022

Nov 09, 2022
BUY
$133.06 - $150.96 $86,755 - $98,425
652 Added 24.52%
3,311 $426,000
Q4 2021

Feb 14, 2022
BUY
$145.8 - $156.8 $387,682 - $416,931
2,659 New
2,659 $416,000

Others Institutions Holding IVE

# of Institutions
1,422
Shares Held
138M
Call Options Held
124K
Put Options Held
11.6K
View Full List

About ISHARES S&P 500 VALUE ETF

IVE Quotes by TradingView
  • Ticker IVE
  • Sector ETFs
  • Industry ETFs
More about IVE
Track This Portfolio

Track Perennial Investment Advisors, LLC Portfolio

Follow Perennial Investment Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Perennial Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Perennial Investment Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email