iShares S&P 500 Value Index shares owned by Perennial Investment Advisors
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Perennial Investment Advisors
from 13F filings
Historical chart of Perennial Investment Advisors investment in iShares S&P 500 Value Index
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Quarterly reported holdings in iShares S&P 500 Value Index by Perennial Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $920k | 5.1k | 182.01 |
| 2024-03-31 | $944k | 5.1k | 186.81 |
| 2023-09-30 | $509k | 3.3k | 153.84 |
| 2023-06-30 | $534k | 3.3k | 161.19 |
| 2023-03-31 | $503k | 3.3k | 151.76 |
| 2022-12-31 | $480k | 3.3k | 145.07 |
| 2022-09-30 | $426k | 3.3k | 128.66 |
| 2022-06-30 | $365k | 2.7k | 137.27 |
| 2022-03-31 | $413k | 2.7k | 155.32 |
| 2021-12-31 | $416k | 2.7k | 156.45 |
More positions owned by Perennial Investment Advisors
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