ISHARES TR

Ticker: IJR CUSIP: 464287804 Class: CORE S&P SCP ETF

Perennial Investment Advisors, LLC's Holding History (CIK: 0001801523)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 32,024 Value ($000) $3,848 Avg Close — Range —
Q3 2025
Shares 36,868 Value ($000) $4,381 Avg Close — Range —
Q2 2025
Shares 36,061 Value ($000) $3,941 Avg Close — Range —
Q1 2025
Shares 36,781 Value ($000) $3,846 Avg Close — Range —
Q4 2024
Shares 34,740 Value ($000) $4,003 Avg Close — Range —
Q3 2024
Shares 32,347 Value ($000) $3,783 Avg Close — Range —
Q2 2024
Shares 26,797 Value ($000) $2,858 Avg Close — Range —
Q1 2024
Shares 22,000 Value ($000) $2,432 Avg Close — Range —
Q4 2023
Shares 26,493 Value ($000) $2,868 Avg Close — Range —
Q3 2023
Shares 24,007 Value ($000) $2,265 Avg Close — Range —
Q2 2023
Shares 24,068 Value ($000) $2,398 Avg Close — Range —
Q1 2023
Shares 24,802 Value ($000) $2,398 Avg Close — Range —
Q4 2022
Shares 25,996 Value ($000) $2,460 Avg Close — Range —
Q3 2022
Shares 25,976 Value ($000) $2,265 Avg Close — Range —
Q2 2022
Shares 24,048 Value ($000) $2,222 Avg Close — Range —
Q1 2022
Shares 26,575 Value ($000) $2,867 Avg Close — Range —
Q4 2021
Shares 24,990 Value ($000) $2,863 Avg Close — Range —
Q3 2021
Shares 26,421 Value ($000) $2,882 Avg Close — Range —
Q2 2021
Shares 25,578 Value ($000) $2,890 Avg Close — Range —
Q1 2021
Shares 25,698 Value ($000) $2,789 Avg Close — Range —
Q4 2020
Shares 23,960 Value ($000) $2,202 Avg Close — Range —
Q3 2020
Shares 25,018 Value ($000) $1,760 Avg Close — Range —
Q2 2020
Shares 24,055 Value ($000) $1,643 Avg Close — Range —
Q1 2020
Shares 17,766 Value ($000) $997 Avg Close — Range —
Q4 2019
Shares 8,866 Value ($000) $744 Avg Close — Range —