Perennial Investment Advisors, LLC Ishares Russell 2000 ETF Transaction History

Perennial Investment Advisors, LLC

  • $657 Million
  • Q1 2024

A detailed history of Perennial Investment Advisors, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Perennial Investment Advisors, LLC holds 5,751 shares of IWM stock, worth $1.16 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares
5,751
Previous 4,573 25.76%
Holding current value
$1.16 Million
Previous $917,000 31.84%
% of portfolio
0.18%
Previous 0.15%

Shares

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

May 14, 2024
BUY
$189.48 - $210.3 $223,207 - $247,733
1,178 Added 25.76%
5,751 $1.21 Million
Q4 2023

Feb 14, 2024
SELL
$162.21 - $204.82 $33,901 - $42,807
-209 Reduced 4.37%
4,573 $917,000
Q3 2023

Nov 14, 2023
BUY
$174.36 - $198.71 $41,323 - $47,094
237 Added 5.21%
4,782 $845,000
Q2 2023

Aug 14, 2023
SELL
$170.4 - $187.93 $34,761 - $38,337
-204 Reduced 4.3%
4,545 $851,000
Q1 2023

May 11, 2023
BUY
$170.25 - $198.32 $427,157 - $497,584
2,509 Added 112.01%
4,749 $847,000
Q4 2022

Feb 09, 2023
BUY
$170.53 - $188.05 $164,390 - $181,280
964 Added 75.55%
2,240 $390,000
Q3 2022

Nov 09, 2022
BUY
$167.31 - $201.07 $213,487 - $256,565
1,276 New
1,276 $210,000
Q3 2021

Nov 12, 2021
SELL
$211.73 - $231.39 $198,814 - $217,275
-939 Closed
0 $0
Q1 2021

Apr 29, 2021
BUY
$193.5 - $234.42 $181,696 - $220,120
939 New
939 $208,000

Others Institutions Holding IWM

# of Institutions
2,582
Shares Held
306M
Call Options Held
239M
Put Options Held
413M
View Full List

About ISHARES RUSSELL 2000 ETF

IWM Quotes by TradingView
  • Ticker IWM
  • Sector ETFs
  • Industry ETFs
More about IWM
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