Perennial Investment Advisors, LLC
Position in ISCG — iShares Morningstar Small-Cap Growth ETF
CIK 1801523
Los Angeles, CA
All Filings in ISCG
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 ISCG | $1,770,423 | 32,307 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 ISCG | $1,795,184 | 32,369 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 ISCG | $1,694,580 | 31,202 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 ISCG | $1,506,732 | 30,280 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 ISCG | $1,022,680 | 22,701 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 ISCG | $982,770 | 19,870 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 ISCG | $905,270 | 18,490 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||