Perennial Investment Advisors »

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

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Value Index held by Perennial Investment Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P 500 Value Index by Perennial Investment Advisors

Quarter filed Position value Share count Share price at filing
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

Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Apple (AAPL)
First Tr Value Line Divid In SHS (FVD)
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)
First Tr Exchange-traded Cap Strength Etf (FTCS)
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)
Vanguard Index Fds Total Stk Mkt (VTI)
NVIDIA Corporation (NVDA)
Wisdomtree Tr Us Efficient Cor (NTSX)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Select Sector Spdr Tr Energy (XLE)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for Perennial Investment Advisors

Top funds holding iShares S&P 500 Value Index

Jpmorgan Chase & Co
Wells Fargo & Company
Bank of America Corporation
Goldman Sachs Group
UBS Group
Stifel Financial
Pnc Financial Services
CWM
Us Bancorp
Royal Bank of Canada
Mariner Wealth Advisors
Commonwealth Equity Services
M^T Bank Corporation
Huntington National Bank
Park Avenue Securities

View all funds holding iShares S&P 500 Value Index