Concurrent Investment Advisors, LLC Ishares S&P Midcap 400 Growth Transaction History
Concurrent Investment Advisors, LLC
- $3.39 Trillion
- Q3 2024
A detailed history of Concurrent Investment Advisors, LLC transactions in Ishares S&P Midcap 400 Growth stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 161,234 shares of IJK stock, worth $14.9 Million. This represents 0.44% of its overall portfolio holdings.
Number of Shares
161,234
Previous 132,350
21.82%
Holding current value
$14.9 Million
Previous $11.7 Billion
27.1%
% of portfolio
0.44%
Previous 0.38%
Shares
4 transactions
Others Institutions Holding IJK
# of Institutions
912Shares Held
75.3MCall Options Held
2.7KPut Options Held
0-
Wells Fargo & Company San Francisco, CA7.07MShares$651 Million0.15% of portfolio
-
Morgan Stanley New York, NY6.74MShares$621 Million0.05% of portfolio
-
Goldman Sachs Group Inc New York, NY3.44MShares$317 Million0.05% of portfolio
-
Bank Of America Corp Charlotte, NC3.35MShares$309 Million0.03% of portfolio
-
Main Management ETF Advisors, LLC San Francisco, CA2.95MShares$272 Million12.99% of portfolio