Concurrent Investment Advisors, LLC Ishares Tr Russell 200 Growth Transaction History

Concurrent Investment Advisors, LLC

  • $5.83 Trillion
  • Q3 2025

A detailed history of Concurrent Investment Advisors, LLC transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 1,247 shares of IWY stock, worth $344,234. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,247
Previous 1,122 11.14%
Holding current value
$344,234
Previous $277 Million 23.42%
% of portfolio
0.01%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 27, 2025
BUY
$243.93 - $275.62 $30,491 - $34,452
125 Added 11.14%
1,247 $341 Million
Q2 2025

Jul 25, 2025
BUY
$187.5 - $246.51 $210,375 - $276,584
1,122 New
1,122 $277 Million
Q4 2024

Feb 03, 2025
BUY
$216.72 - $244.71 $684,401 - $772,794
3,158 New
3,158 $743 Million

Others Institutions Holding IWY

# of Institutions
671
Shares Held
55M
Call Options Held
6K
Put Options Held
2.7K
View Full List

About ISHARES TR RUSSELL 200 GROWTH

IWY Quotes by TradingView
  • Ticker IWY
  • Sector ETFs
  • Industry ETFs
More about IWY
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