Perennial Investment Advisors, LLC Ishares Morningstar Small Cap Transaction History
Perennial Investment Advisors, LLC
- $698 Million
- Q2 2024
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 5,211 shares of ISCV stock, worth $327,094. This represents 0.04% of its overall portfolio holdings.
Number of Shares
5,211
Previous 5,300
1.68%
Holding current value
$327,094
Previous $324,000
7.1%
% of portfolio
0.04%
Previous 0.05%
Shares
19 transactions
Others Institutions Holding ISCV
# of Institutions
116Shares Held
3.15MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY416KShares$26.1 Million0.0% of portfolio
-
Vaughan & CO Securities, Inc.263KShares$16.5 Million9.67% of portfolio
-
Matrix Trust CO190KShares$12 Million2.49% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA190KShares$12 Million0.62% of portfolio
-
Bank Of America Corp Charlotte, NC177KShares$11.1 Million0.0% of portfolio