Perennial Investment Advisors, LLC Ishares Russell 3000 ETF Transaction History

Perennial Investment Advisors, LLC

  • $761 Million
  • Q3 2024

A detailed history of Perennial Investment Advisors, LLC transactions in Ishares Russell 3000 ETF stock. As of the latest transaction made, Perennial Investment Advisors, LLC holds 1,071 shares of IWV stock, worth $367,117. This represents 0.05% of its overall portfolio holdings.

Number of Shares
1,071
Previous 1,070 0.09%
Holding current value
$367,117
Previous $330,000 5.76%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Nov 14, 2024
BUY
$294.75 - $326.73 $294 - $326
1 Added 0.09%
1,071 $349,000
Q1 2024

May 14, 2024
BUY
$268.36 - $300.08 $268 - $300
1 Added 0.09%
1,070 $321,000
Q4 2023

Feb 14, 2024
BUY
$234.36 - $274.87 $234 - $274
1 Added 0.09%
1,069 $292,000
Q3 2023

Nov 14, 2023
BUY
$243.9 - $263.56 $260,485 - $281,482
1,068 New
1,068 $261,000
Q2 2022

Aug 10, 2022
SELL
$210.65 - $265.31 $171,047 - $215,431
-812 Closed
0 $0
Q1 2022

May 09, 2022
SELL
$242.02 - $279.09 $8,470 - $9,768
-35 Reduced 4.13%
812 $214,000
Q4 2021

Feb 14, 2022
BUY
$254.66 - $279.11 $215,697 - $236,406
847 New
847 $235,000

Others Institutions Holding IWV

# of Institutions
851
Shares Held
26.8M
Call Options Held
19.5K
Put Options Held
3K
View Full List

About ISHARES RUSSELL 3000 ETF

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