Perennial Investment Advisors, LLC Ishares Tr Russell 200 Growth Transaction History

Perennial Investment Advisors, LLC

  • $862 Million
  • Q1 2025

A detailed history of Perennial Investment Advisors, LLC transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Perennial Investment Advisors, LLC holds 99,166 shares of IWY stock, worth $23.1 Million. This represents 2.43% of its overall portfolio holdings.

Number of Shares
99,166
Previous 68,712 44.32%
Holding current value
$23.1 Million
Previous $16.2 Million 29.4%
% of portfolio
2.43%
Previous 1.96%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025
BUY
$210.19 - $243.33 $6.4 Million - $7.41 Million
30,454 Added 44.32%
99,166 $20.9 Million
Q4 2024

Feb 12, 2025
BUY
$216.72 - $244.71 $5.34 Million - $6.03 Million
24,632 Added 55.88%
68,712 $16.2 Million
Q3 2024

Nov 14, 2024
BUY
$194.66 - $225.97 $7.46 Million - $8.66 Million
38,316 Added 664.75%
44,080 $9.7 Million
Q2 2024

Aug 09, 2024
BUY
$183.56 - $216.15 $1.06 Million - $1.25 Million
5,764 New
5,764 $1.24 Million

Others Institutions Holding IWY

# of Institutions
595
Shares Held
51.9M
Call Options Held
4.7K
Put Options Held
6.5K
View Full List

About ISHARES TR RUSSELL 200 GROWTH

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