Perennial Investment Advisors, LLC Ishares Morningstar Small Cap Transaction History

Perennial Investment Advisors, LLC

  • $862 Million
  • Q1 2025

A detailed history of Perennial Investment Advisors, LLC transactions in Ishares Morningstar Small Cap stock. As of the latest transaction made, Perennial Investment Advisors, LLC holds 22,701 shares of ISCG stock, worth $1.08 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares
22,701
Previous 19,870 14.25%
Holding current value
$1.08 Million
Previous $982,000 4.07%
% of portfolio
0.12%
Previous 0.12%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025
BUY
$44.44 - $52.05 $125,809 - $147,353
2,831 Added 14.25%
22,701 $1.02 Million
Q4 2024

Feb 12, 2025
BUY
$48.22 - $54.03 $66,543 - $74,561
1,380 Added 7.46%
19,870 $982,000
Q3 2024

Nov 14, 2024
BUY
$44.24 - $49.07 $817,997 - $907,304
18,490 New
18,490 $905,000

Others Institutions Holding ISCG

# of Institutions
150
Shares Held
7.7M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES MORNINGSTAR SMALL CAP

ISCG Quotes by TradingView
  • Ticker ISCG
  • Sector ETFs
  • Industry ETFs
More about ISCG
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