Perennial Investment Advisors, LLC Ishares Core S&P 500 ETF Transaction History
Perennial Investment Advisors, LLC
- $761 Million
- Q3 2024
A detailed history of Perennial Investment Advisors, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Perennial Investment Advisors, LLC holds 23,254 shares of IVV stock, worth $13.8 Million. This represents 1.76% of its overall portfolio holdings.
Number of Shares
23,254
Previous 22,850
1.77%
Holding current value
$13.8 Million
Previous $12.5 Million
7.27%
% of portfolio
1.76%
Previous 1.79%
Shares
20 transactions
Others Institutions Holding IVV
# of Institutions
3,448Shares Held
686MCall Options Held
1.45MPut Options Held
1.1M-
Black Rock Inc. New York, NY66.4MShares$39.4 Billion0.84% of portfolio
-
Envestnet Asset Management Inc34.6MShares$20.6 Billion6.62% of portfolio
-
Northwestern Mutual Wealth Management CO29.3MShares$17.4 Billion15.08% of portfolio
-
Bank Of America Corp Charlotte, NC25.2MShares$15 Billion1.23% of portfolio
-
Morgan Stanley New York, NY24.9MShares$14.8 Billion1.06% of portfolio