Concurrent Investment Advisors, LLC Ishares Russell 1000 Gr ETF Transaction History

Concurrent Investment Advisors, LLC

$8.78 Trillion
Q4 2025

A detailed history of Concurrent Investment Advisors, LLC transactions in Ishares Russell 1000 Gr ETF stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 61,441 shares of IWF stock, worth $28.9 Million. This represents 0.33% of its overall portfolio holdings.

Number of Shares

61,441

Previous 7,398 730.51%

Holding current value

$28.9 Million

Previous $3.47 Billion 739.2%

% of portfolio

0.33%

Previous 0.06%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 29, 2026	BUY	$459.47 - $491.71 $24.8 Million - $26.6 Million	54,043 Added 730.51%	61,441 $29.1 Billion
Q3 2025 Oct 27, 2025	BUY	$420.11 - $472.68 $305,419 - $343,638	727 Added 10.9%	7,398 $3.47 Billion
Q2 2025 Jul 25, 2025	BUY	$320.42 - $424.58 $225,255 - $298,479	703 Added 11.78%	6,671 $2.83 Billion
Q1 2025 Apr 29, 2025	BUY	$360.07 - $417.26 $126,384 - $146,458	351 Added 6.25%	5,968 $2.16 Billion
Q4 2024 Feb 03, 2025	BUY	$370.24 - $418.94 $19,252 - $21,784	52 Added 0.93%	5,617 $2.26 Billion

Q3 2024 Oct 30, 2024	SELL	$332.02 - $382.76 $1.45 Million - $1.67 Million	-4,374 Reduced 44.01%	5,565 $2.09 Billion
Q2 2024 Jul 30, 2024	BUY	$316.15 - $367.33 $726,512 - $844,124	2,298 Added 30.07%	9,939 $3.62 Billion
Q1 2024 May 07, 2024	BUY	$294.43 - $339.01 $1.46 Million - $1.69 Million	4,971 Added 186.18%	7,641 $2.58 Billion
Q4 2023 Apr 15, 2024	BUY	$256.94 - $304.21 $686,029 - $812,240	2,670 New	2,670 $809 Million

Others Institutions Holding IWF

# of Institutions

2,666

Shares Held

204M

Call Options Held

534K

Put Options Held

288K

View Full List

About ISHARES RUSSELL 1000 GR ETF

Ticker IWF
Sector ETFs
Industry ETFs

More about IWF

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Concurrent Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Concurrent Investment Advisors, LLC with notifications on news.

Account

Concurrent Investment Advisors, LLC Ishares Russell 1000 Gr ETF Transaction History