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

Perennial Investment Advisors, LLC

  • $761 Million
  • Q3 2024

A detailed history of Perennial Investment Advisors, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Perennial Investment Advisors, LLC holds 13,331 shares of IWR stock, worth $1.22 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares
13,331
Previous 13,309 0.17%
Holding current value
$1.22 Million
Previous $1.08 Million 8.8%
% of portfolio
0.15%
Previous 0.15%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
BUY
$79.92 - $88.19 $1,758 - $1,940
22 Added 0.17%
13,331 $1.17 Million
Q2 2024

Aug 09, 2024
SELL
$78.66 - $83.59 $58,523 - $62,190
-744 Reduced 5.29%
13,309 $1.08 Million
Q1 2024

May 14, 2024
SELL
$75.37 - $84.09 $393,506 - $439,033
-5,221 Reduced 27.09%
14,053 $1.18 Million
Q4 2023

Feb 14, 2024
SELL
$64.84 - $78.27 $23,601 - $28,490
-364 Reduced 1.85%
19,274 $1.5 Million
Q3 2023

Nov 14, 2023
SELL
$68.54 - $75.91 $1,439 - $1,594
-21 Reduced 0.11%
19,638 $1.36 Million
Q1 2023

May 11, 2023
BUY
$66.27 - $75.04 $156,529 - $177,244
2,362 Added 13.66%
19,659 $1.37 Million
Q4 2022

Feb 09, 2023
BUY
$62.09 - $71.89 $62 - $71
1 Added 0.01%
17,297 $1.17 Million
Q3 2022

Nov 09, 2022
SELL
$62.15 - $74.82 $4,599 - $5,536
-74 Reduced 0.43%
17,296 $1.08 Million
Q2 2022

Aug 10, 2022
SELL
$62.75 - $78.76 $19,327 - $24,258
-308 Reduced 1.74%
17,370 $1.13 Million
Q1 2022

May 09, 2022
BUY
$72.29 - $82.89 $66,506 - $76,258
920 Added 5.49%
17,678 $1.38 Million
Q4 2021

Feb 14, 2022
BUY
$78.41 - $85.28 $166,307 - $180,878
2,121 Added 14.49%
16,758 $1.39 Million
Q3 2021

Nov 12, 2021
BUY
$76.44 - $82.59 $94,479 - $102,081
1,236 Added 9.22%
14,637 $1.14 Million
Q2 2021

Jul 29, 2021
BUY
$74.82 - $79.61 $14,589 - $15,523
195 Added 1.48%
13,401 $1.06 Million
Q1 2021

Apr 29, 2021
BUY
$67.45 - $75.68 $102,186 - $114,655
1,515 Added 12.96%
13,206 $976,000
Q4 2020

Jan 22, 2021
BUY
$57.75 - $68.61 $18,537 - $22,023
321 Added 2.82%
11,691 $801,000
Q3 2020

Oct 26, 2020
BUY
$53.47 - $60.19 $1,336 - $1,504
25 Added 0.22%
11,370 $653,000
Q2 2020

Jul 16, 2020
BUY
$40.64 - $57.63 $41,940 - $59,474
1,032 Added 10.01%
11,345 $608,000
Q1 2020

Apr 29, 2020
SELL
$36.81 - $61.96 $13,214 - $22,243
-359 Reduced 3.36%
10,313 $445,000
Q4 2019

Feb 07, 2020
BUY
$54.12 - $59.69 $577,568 - $637,011
10,672 New
10,672 $636,000

Others Institutions Holding IWR

# of Institutions
1,410
Shares Held
341M
Call Options Held
130K
Put Options Held
26.6K
View Full List

About ISHARES RUSSELL MID-CAP ETF

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