Perennial Investment Advisors, LLC Ishares Russell Mid Cap Growth Transaction History

Perennial Investment Advisors, LLC

  • $826 Million
  • Q4 2024

A detailed history of Perennial Investment Advisors, LLC transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Perennial Investment Advisors, LLC holds 12,786 shares of IWP stock, worth $1.51 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares
12,786
Previous 12,767 0.15%
Holding current value
$1.51 Million
Previous $1.5 Million 8.22%
% of portfolio
0.2%
Previous 0.2%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 12, 2025
BUY
$116.4 - $138.52 $2,211 - $2,631
19 Added 0.15%
12,786 $1.62 Million
Q3 2024

Nov 14, 2024
SELL
$103.87 - $117.59 $25,552 - $28,927
-246 Reduced 1.89%
12,767 $1.5 Million
Q2 2024

Aug 09, 2024
SELL
$105.7 - $113.43 $2,219 - $2,382
-21 Reduced 0.16%
13,013 $1.44 Million
Q1 2024

May 14, 2024
SELL
$100.66 - $114.14 $13,991 - $15,865
-139 Reduced 1.06%
13,034 $1.49 Million
Q4 2023

Feb 14, 2024
BUY
$85.66 - $105.12 $10,621 - $13,034
124 Added 0.95%
13,173 $1.38 Million
Q3 2023

Nov 14, 2023
SELL
$89.97 - $100.32 $4,678 - $5,216
-52 Reduced 0.4%
13,049 $1.19 Million
Q2 2023

Aug 14, 2023
SELL
$87.72 - $96.63 $44,649 - $49,184
-509 Reduced 3.74%
13,101 $1.27 Million
Q1 2023

May 11, 2023
BUY
$82.89 - $94.68 $1.13 Million - $1.29 Million
13,610 New
13,610 $1.24 Million

Others Institutions Holding IWP

# of Institutions
1,226
Shares Held
116M
Call Options Held
84.8K
Put Options Held
13.5K
View Full List

About ISHARES RUSSELL MID-CAP GROWTH

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