PERENNIAL INVESTMENT ADVISORS, LLC – iShares S&P 500 Value ETF Transaction History
PERENNIAL INVESTMENT ADVISORS, LLC portfolio value:
$426,000
portfolio value
PERENNIAL INVESTMENT ADVISORS, LLC quarter portfolio value change:
-6.50%
quarter
iShares S&P 500 Value ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +24.52% | 652 shares | 61K | $128.52 | 3.31K |
| Q2 2022 | share | 0.00% | 0 shares | -48K | $137.46 | 2.65K | |
| Q1 2022 | share | 0.00% | 0 shares | -3K | $155.72 | 2.65K | |
| Q4 2021 | share | Increase | 0.00% | 2.65K shares | 416K | $156.74 | 2.65K |