Perennial Investment Advisors, LLC Ishares Tr Russell 200 Growth Transaction History
Perennial Investment Advisors, LLC
- $826 Million
- Q4 2024
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 68,712 shares of IWY stock, worth $16.2 Million. This represents 1.96% of its overall portfolio holdings.
Number of Shares
68,712
Previous 44,080
55.88%
Holding current value
$16.2 Million
Previous $9.7 Million
66.67%
% of portfolio
1.96%
Previous 1.27%
Shares
3 transactions
Others Institutions Holding IWY
# of Institutions
606Shares Held
57.7MCall Options Held
3.4KPut Options Held
2.2K-
Tiaa Trust, National Association Charlotte, NC6.25MShares$1.48 Billion4.46% of portfolio
-
Tiaa, Fsb St. Louis, MO5.94MShares$1.4 Billion3.41% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA5.37MShares$1.27 Billion4.54% of portfolio
-
First Citizens Bank & Trust CO5.05MShares$1.19 Billion18.48% of portfolio
-
Envestnet Asset Management Inc2.79MShares$660 Million0.22% of portfolio