Perennial Investment Advisors, LLC IWY Holdings History
Perennial Investment Advisors, LLC's iShares Russell Top 200 Growth ETF Holding Summary
As of 2025-03-31, Perennial Investment Advisors, LLC held 99,166.00 shares of iShares Russell Top 200 Growth ETF(IWY), totaling $20.93 Mil. This investment constitutes 2.35% of their stock portfolio, and Perennial Investment Advisors, LLC now holds 0.18% of the outstanding iShares Russell Top 200 Growth ETF(IWY) stock.
The initial trade took place in 2024Q2. And since then Perennial Investment Advisors, LLC has made 4 purchases of IWY, at an average price of $221.53, for a total of 99,166.00 shares. Based on historical transaction data and IWY's current price of $252.69, Perennial Investment Advisors, LLC's estimated gain on his IWY holdings is $3.09 Mil, reflecting a 14.07% gain to date.
Perennial Investment Advisors, LLC IWY ($252.69) Holding Chart
Perennial Investment Advisors, LLC IWY ($252.69) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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