iShares S&P 500 Growth Index shares owned by Perennial Investment Advisors
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Perennial Investment Advisors
from 13F filings
Historical chart of Perennial Investment Advisors investment in iShares S&P 500 Growth Index
Tip: Access up to 7 years of quarterly data
All positions including iShares S&P 500 Growth Index held by Perennial Investment Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares S&P 500 Growth Index by Perennial Investment Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-06-30 | $1.6M | 17k | 92.53 |
2024-03-31 | $1.2M | 14k | 84.44 |
2023-09-30 | $752k | 11k | 68.42 |
2023-06-30 | $650k | 9.2k | 70.48 |
2023-03-31 | $622k | 9.7k | 63.89 |
2022-12-31 | $565k | 9.7k | 58.50 |
2022-09-30 | $298k | 5.2k | 57.81 |
2022-06-30 | $312k | 5.2k | 60.52 |
2022-03-31 | $394k | 5.2k | 76.43 |
2021-12-31 | $430k | 5.2k | 83.41 |
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