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iShares S&P MidCap 400 Index shares owned by Perennial Investment Advisors

Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Perennial Investment Advisors from 13F filings

Historical chart of Perennial Investment Advisors investment in iShares S&P MidCap 400 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P MidCap 400 Index held by Perennial Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P MidCap 400 Index by Perennial Investment Advisors

Quarter filed Position value Share count Share price at filing
2023-09-30 $2.6M 10k 249.41
2023-06-30 $2.7M 10k 261.54
2023-03-31 $2.5M 10k 250.19
2022-12-31 $565k 2.3k 241.91
2022-09-30 $512k 2.3k 219.27
2022-06-30 $263k 1.2k 228.30
2022-03-31 $313k 1.2k 267.52
2021-12-31 $321k 1.1k 283.82
2021-09-30 $349k 1.3k 262.41
2021-06-30 $320k 1.2k 268.68
2021-03-31 $310k 1.2k 260.29
2020-12-31 $274k 1.2k 230.06
2020-09-30 $230k 1.2k 184.29
2020-06-30 $229k 1.3k 177.80
2020-03-31 $211k 1.5k 143.73
2019-12-31 $357k 1.7k 206.12