A detailed history of Perennial Investment Advisors, LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Perennial Investment Advisors, LLC holds 1,989 shares of IWB stock, worth $696,448. This represents 0.07% of its overall portfolio holdings.

Number of Shares
1,989
Previous 760 161.71%
Holding current value
$696,448
Previous $244,000 150.0%
% of portfolio
0.07%
Previous 0.03%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025

BUY
$302.31 - $337.54 $371,538 - $414,836
1,229 Added 161.71%
1,989 $610,000
Q4 2024

Feb 12, 2025

BUY
$311.11 - $335.64 $3,111 - $3,356
10 Added 1.33%
760 $244,000
Q2 2024

Aug 09, 2024

SELL
$272.21 - $298.72 $4,083 - $4,480
-15 Reduced 1.96%
750 $223,000
Q1 2024

May 14, 2024

BUY
$257.46 - $288.1 $196,956 - $220,396
765 New
765 $220,000

Others Institutions Holding IWB

About ISHARES TR RUSSELL 1000 ETF


  • Ticker IWB
  • Sector ETFs
  • Industry ETFs
More about IWB
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