Perennial Investment Advisors, LLC Ishares Dj Us Tech ETF Transaction History

Perennial Investment Advisors, LLC

  • $862 Million
  • Q1 2025

A detailed history of Perennial Investment Advisors, LLC transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Perennial Investment Advisors, LLC holds 134,754 shares of IYW stock, worth $24.4 Million. This represents 2.2% of its overall portfolio holdings.

Number of Shares
134,754
Previous 111,366 21.0%
Holding current value
$24.4 Million
Previous $17.8 Million 6.52%
% of portfolio
2.2%
Previous 2.15%

Shares

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

May 15, 2025
BUY
$140.44 - $166.79 $3.28 Million - $3.9 Million
23,388 Added 21.0%
134,754 $18.9 Million
Q4 2024

Feb 12, 2025
BUY
$148.14 - $166.23 $5.05 Million - $5.67 Million
34,083 Added 44.1%
111,366 $17.8 Million
Q3 2024

Nov 14, 2024
BUY
$133.16 - $158.73 $1.03 Million - $1.23 Million
7,744 Added 11.14%
77,283 $11.7 Million
Q2 2024

Aug 09, 2024
BUY
$124.75 - $153.46 $674,398 - $829,604
5,406 Added 8.43%
69,539 $10.5 Million
Q1 2024

May 14, 2024
BUY
$117.5 - $136.59 $2.09 Million - $2.43 Million
17,767 Added 38.32%
64,133 $8.66 Million
Q4 2023

Feb 14, 2024
BUY
$101.31 - $123.31 $1.05 Million - $1.28 Million
10,346 Added 28.72%
46,366 $5.69 Million
Q3 2023

Nov 14, 2023
SELL
$103.39 - $113.67 $148,984 - $163,798
-1,441 Reduced 3.85%
36,020 $3.78 Million
Q2 2023

Aug 14, 2023
BUY
$88.68 - $109.37 $456,968 - $563,583
5,153 Added 15.95%
37,461 $4.08 Million
Q1 2023

May 11, 2023
BUY
$72.54 - $92.81 $1.01 Million - $1.29 Million
13,888 Added 75.4%
32,308 $3 Million
Q4 2022

Feb 09, 2023
BUY
$71.52 - $81.72 $486,622 - $556,022
6,804 Added 58.57%
18,420 $1.37 Million
Q3 2022

Nov 09, 2022
BUY
$73.37 - $94.5 $852,265 - $1.1 Million
11,616 New
11,616 $852,000

Others Institutions Holding IYW

# of Institutions
1,257
Shares Held
86.2M
Call Options Held
339K
Put Options Held
144K
View Full List

About ISHARES DJ US TECH ETF

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