Concurrent Investment Advisors, LLC Ishares S&P Midcap 400 Value E Transaction History
Concurrent Investment Advisors, LLC
- $3.71 Trillion
- Q4 2024
A detailed history of Concurrent Investment Advisors, LLC transactions in Ishares S&P Midcap 400 Value E stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 11,075 shares of IJJ stock, worth $1.42 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
11,075
Previous 10,874
1.85%
Holding current value
$1.42 Million
Previous $1.34 Billion
2.96%
% of portfolio
0.04%
Previous 0.04%
Shares
5 transactions
Others Institutions Holding IJJ
# of Institutions
887Shares Held
42.9MCall Options Held
1.8KPut Options Held
0-
Morgan Stanley New York, NY4.06MShares$519 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA3.58MShares$457 Million0.1% of portfolio
-
Bank Of America Corp Charlotte, NC2.34MShares$300 Million0.03% of portfolio
-
Ubs Group Ag2.15MShares$275 Million0.05% of portfolio
-
Envestnet Asset Management Inc1.86MShares$238 Million0.08% of portfolio