Concurrent Investment Advisors, LLC Ishares Russell Mid Cap Growth Transaction History

Concurrent Investment Advisors, LLC

  • $3.71 Trillion
  • Q4 2024

A detailed history of Concurrent Investment Advisors, LLC transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 9,322 shares of IWP stock, worth $1.18 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
9,322
Previous 9,321 0.01%
Holding current value
$1.18 Million
Previous $1.09 Billion 8.08%
% of portfolio
0.03%
Previous 0.03%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 03, 2025
BUY
$116.4 - $138.52 $116 - $138
1 Added 0.01%
9,322 $1.18 Billion
Q3 2024

Oct 30, 2024
SELL
$103.87 - $117.59 $4,570 - $5,173
-44 Reduced 0.47%
9,321 $1.09 Billion
Q2 2024

Jul 30, 2024
BUY
$105.7 - $113.43 $94,178 - $101,066
891 Added 10.51%
9,365 $1.03 Billion
Q1 2024

May 07, 2024
BUY
$100.66 - $114.14 $55,564 - $63,005
552 Added 6.97%
8,474 $967 Million
Q4 2023

Apr 15, 2024
BUY
$85.66 - $105.12 $678,598 - $832,760
7,922 New
7,922 $827 Million

Others Institutions Holding IWP

# of Institutions
1,222
Shares Held
116M
Call Options Held
84.8K
Put Options Held
13.5K
View Full List

About ISHARES RUSSELL MID-CAP GROWTH

IWP Quotes by TradingView
  • Ticker IWP
  • Sector ETFs
  • Industry ETFs
More about IWP
Track This Portfolio

Track Concurrent Investment Advisors, LLC Portfolio

Follow Concurrent Investment Advisors, LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email