iShares Morningstar Small Value shares owned by Perennial Investment Advisors
Quarter-by-quarter ownership of iShares Morningstar Small Value (ISCV) shares owned by Perennial Investment Advisors
from 13F filings
Historical chart of Perennial Investment Advisors investment in iShares Morningstar Small Value
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Quarterly reported holdings in iShares Morningstar Small Value by Perennial Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $516k | 10k | 51.78 |
| 2023-06-30 | $591k | 11k | 54.02 |
| 2023-03-31 | $790k | 15k | 52.17 |
| 2022-12-31 | $908k | 17k | 52.06 |
| 2022-09-30 | $822k | 17k | 47.55 |
| 2022-06-30 | $862k | 17k | 50.44 |
| 2022-03-31 | $1.0M | 18k | 58.65 |
| 2021-12-31 | $1.1M | 18k | 59.45 |
| 2021-09-30 | $1.1M | 19k | 56.87 |
| 2021-06-30 | $1.2M | 20k | 58.79 |
| 2021-03-31 | $1.1M | 6.7k | 168.82 |
| 2020-12-31 | $935k | 6.6k | 140.94 |
| 2020-09-30 | $708k | 6.7k | 106.04 |
| 2020-06-30 | $734k | 7.1k | 103.75 |
| 2020-03-31 | $616k | 7.2k | 85.33 |
| 2019-12-31 | $1.1M | 7.7k | 143.66 |
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