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

Perennial Investment Advisors, LLC

$862 Million
Q1 2025

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 12,704 shares of IWP stock, worth $1.8 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares

12,704

Previous 12,786 0.64%

Holding current value

$1.8 Million

Previous $1.62 Million 7.9%

% of portfolio

0.17%

Previous 0.2%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	SELL	$114.9 - $139.6 $9,421 - $11,447	-82 Reduced 0.64%	12,704 $1.49 Million
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

1,259

Shares Held

133M

Call Options Held

132K

Put Options Held

92.9K

View Full List

About ISHARES RUSSELL MID-CAP GROWTH

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