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

Perennial Investment Advisors, LLC

$989 Million
Q2 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 12,473 shares of IWP stock, worth $1.79 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares

12,473

Previous 12,704 1.82%

Holding current value

$1.79 Million

Previous $1.49 Million 15.88%

% of portfolio

0.17%

Previous 0.17%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 11, 2025	SELL	$104.34 - $138.68 $24,102 - $32,035	-231 Reduced 1.82%	12,473 $1.73 Million
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

1,305

Shares Held

131M

Call Options Held

196K

Put Options Held

340K

View Full List

About ISHARES RUSSELL MID-CAP GROWTH

Ticker IWP
Sector ETFs
Industry ETFs

More about IWP

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Perennial Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Perennial Investment Advisors, LLC with notifications on news.

Account

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