iShares S&P 500 Index shares owned by Perennial Investment Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Perennial Investment Advisors
from 13F filings
Historical chart of Perennial Investment Advisors investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Perennial Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $9.2M | 14k | 669.26 |
| 2025-06-30 | $8.5M | 14k | 620.95 |
| 2025-03-31 | $10M | 18k | 561.96 |
| 2024-12-31 | $15M | 25k | 588.84 |
| 2024-09-30 | $13M | 23k | 576.98 |
| 2024-06-30 | $13M | 23k | 547.33 |
| 2024-03-31 | $11M | 22k | 525.79 |
| 2023-09-30 | $5.2M | 12k | 429.44 |
| 2023-06-30 | $5.2M | 12k | 445.72 |
| 2023-03-31 | $4.7M | 11k | 411.06 |
| 2022-12-31 | $2.7M | 7.1k | 384.17 |
| 2022-09-30 | $2.7M | 7.7k | 358.62 |
| 2022-06-30 | $2.8M | 7.3k | 379.30 |
| 2022-03-31 | $3.3M | 7.3k | 453.23 |
| 2021-12-31 | $1.9M | 4.0k | 477.54 |
| 2021-09-30 | $2.2M | 5.1k | 431.08 |
| 2021-06-30 | $2.2M | 5.2k | 430.00 |
| 2021-03-31 | $2.1M | 5.2k | 397.86 |
| 2020-12-31 | $1.9M | 5.1k | 375.44 |
| 2020-09-30 | $1.1M | 3.3k | 336.24 |
| 2020-06-30 | $928k | 3.0k | 309.75 |
| 2020-03-31 | $242k | 937 | 258.27 |
| 2019-12-31 | $318k | 982 | 323.83 |
More positions owned by Perennial Investment Advisors
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