Perennial Investment Advisors, LLC Ishares Core S&P U.S Growth Et Transaction History

Perennial Investment Advisors, LLC

$826 Million
Q4 2024

A detailed history of Perennial Investment Advisors, LLC transactions in Ishares Core S&P U.S Growth Et stock. As of the latest transaction made, Perennial Investment Advisors, LLC holds 9,294 shares of IUSG stock, worth $1.36 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares

9,294

Previous 9,255 0.42%

Holding current value

$1.36 Million

Previous $1.22 Million 6.15%

% of portfolio

0.16%

Previous 0.16%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 12, 2025	BUY	$129.96 - $144.97 $5,068 - $5,653	39 Added 0.42%	9,294 $1.3 Million
Q3 2024 Nov 14, 2024	SELL	$116.79 - $133.54 $58,044 - $66,369	-497 Reduced 5.1%	9,255 $1.22 Million
Q2 2024 Aug 09, 2024	BUY	$109.98 - $128.59 $224,909 - $262,966	2,045 Added 26.53%	9,752 $1.24 Million
Q1 2024 May 14, 2024	SELL	$100.95 - $117.92 $21,300 - $24,881	-211 Reduced 2.66%	7,707 $903,000
Q4 2023 Feb 14, 2024	SELL	$91.06 - $104.51 $4,461 - $5,120	-49 Reduced 0.62%	7,918 $824,000
Q3 2023 Nov 14, 2023	SELL	$94.27 - $100.74 $2,639 - $2,820	-28 Reduced 0.35%	7,967 $755,000
Q2 2023 Aug 14, 2023	BUY	$87.77 - $97.64 $10,883 - $12,107	124 Added 1.58%	7,995 $780,000
Q1 2023 May 11, 2023	BUY	$79.81 - $88.77 $628,184 - $698,708	7,871 New	7,871 $698,000

Others Institutions Holding IUSG

# of Institutions

816

Shares Held

117M

Call Options Held

2.7K

Put Options Held

100

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About ISHARES CORE S&P U.S GROWTH ET

Ticker IUSG
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Perennial Investment Advisors, LLC Ishares Core S&P U.S Growth Et Transaction History