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

Perennial Investment Advisors, LLC

$989 Million
Q2 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 148,940 shares of IYW stock, worth $29.9 Million. This represents 2.61% of its overall portfolio holdings.

Number of Shares

148,940

Previous 134,754 10.53%

Holding current value

$29.9 Million

Previous $18.9 Million 36.37%

% of portfolio

2.61%

Previous 2.2%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 11, 2025	BUY	$122.57 - $173.27 $1.74 Million - $2.46 Million	14,186 Added 10.53%	148,940 $25.8 Million
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

1,314

Shares Held

88.9M

Call Options Held

281K

Put Options Held

235K

View Full List

About ISHARES DJ US TECH ETF

Ticker IYW
Sector ETFs
Industry ETFs

More about IYW

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Perennial Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Perennial Investment Advisors, LLC with notifications on news.

Account

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