Perennial Investment Advisors, LLC
Position in ISCV — iShares Morningstar Small-Cap Value ETF
CIK 1801523
Los Angeles, CA
All Filings in ISCV
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-09-30 ISCV | $1,815,406 | 27,242 | Shares | Sole | 2025-11-12 | |
| 2024-12-31 ISCV | $275,135 | 4,339 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 ISCV | $278,042 | 4,380 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 ISCV | $301,769 | 5,211 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 ISCV | $324,360 | 5,300 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 ISCV | $318,549 | 5,380 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 ISCV | $516,143 | 9,968 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 ISCV | $590,708 | 10,935 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 ISCV | $790,114 | 15,145 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 ISCV | $907,874 | 17,439 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 ISCV | $821,698 | 17,288 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 ISCV | $859,848 | 17,091 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 ISCV | $1,052,218 | 17,904 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 ISCV | $1,060,647 | 17,847 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 ISCV | $1,058,717 | 18,623 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 ISCV | $1,188,825 | 20,225 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 ISCV | $374,850 | 6,664 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 ISCV | $311,510 | 6,634 | Shares | Sole | 2021-01-22 | |
| 2020-09-30 ISCV | $236,120 | 6,677 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 ISCV | $244,747 | 7,075 | Shares | Sole | 2020-07-16 | |
| 2020-03-31 ISCV | $205,404 | 7,219 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||