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iShares Russell 1000 Index shares owned by Perennial Investment Advisors

Quarter-by-quarter ownership of iShares Russell 1000 Index (IWB) shares owned by Perennial Investment Advisors from 13F filings

Historical chart of Perennial Investment Advisors investment in iShares Russell 1000 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 1000 Index held by Perennial Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell 1000 Index by Perennial Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $223k 750 297.54
2024-03-31 $220k 765 288.03

More positions owned by Perennial Investment Advisors

Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Spdr Ser Tr Msci Usa Strtgic (QUS)
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)
First Tr Exchange-traded Risng Divd Achiv (RDVY)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Amazon (AMZN)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr U.s. Tech Etf (IYW)
Vanguard World Inf Tech Etf (VGT)

View all positions for Perennial Investment Advisors

Top funds holding iShares Russell 1000 Index

Jones Financial Companies, L.L
Envestnet Asset Management
Bank of America Corporation
M^T Bank Corporation
Northern Trust
Pnc Financial Services
LPL Financial
BlackRock
Catalyst Capital Advisors
Wells Fargo & Company
Johnson Investment Counsel
Bank Of Oklahoma National Association /
Northwestern Mutual Wealth Management Company
Jpmorgan Chase & Co
Pathstone Holdings

View all funds holding iShares Russell 1000 Index