Perennial Investment Advisors, LLC Ishares Morningstar Small Cap Transaction History

Perennial Investment Advisors, LLC

  • $989 Million
  • Q2 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 30,280 shares of ISCG stock, worth $1.69 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares
30,280
Previous 22,701 33.39%
Holding current value
$1.69 Million
Previous $1.02 Million 47.36%
% of portfolio
0.15%
Previous 0.12%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 11, 2025
BUY
$39.44 - $49.76 $298,915 - $377,131
7,579 Added 33.39%
30,280 $1.51 Million
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
162
Shares Held
7.99M
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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