Concurrent Investment Advisors, LLC Ishares S&P Smallcap 600 Value Transaction History
Concurrent Investment Advisors, LLC
- $3.71 Trillion
- Q4 2024
A detailed history of Concurrent Investment Advisors, LLC transactions in Ishares S&P Smallcap 600 Value stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 51,264 shares of IJS stock, worth $5.04 Million. This represents 0.15% of its overall portfolio holdings.
Number of Shares
51,264
Previous 50,631
1.25%
Holding current value
$5.04 Million
Previous $5.45 Billion
2.14%
% of portfolio
0.15%
Previous 0.16%
Shares
5 transactions
Others Institutions Holding IJS
# of Institutions
907Shares Held
45.2MCall Options Held
23.2KPut Options Held
7.5K-
Morgan Stanley New York, NY3.54MShares$349 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC3.5MShares$345 Million0.03% of portfolio
-
Castlekeep Investment Advisors LLC Westport, CT2.85MShares$281 Million0.55% of portfolio
-
Regions Financial Corp1.5MShares$147 Million1.21% of portfolio
-
Wells Fargo & Company San Francisco, CA1.39MShares$136 Million0.03% of portfolio