Concurrent Investment Advisors, LLC Ishares Russell 1000 Val ETF Transaction History
Concurrent Investment Advisors, LLC
- $3.71 Trillion
- Q4 2024
A detailed history of Concurrent Investment Advisors, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 9,432 shares of IWD stock, worth $1.76 Million. This represents 0.05% of its overall portfolio holdings.
Number of Shares
9,432
Previous 8,197
15.07%
Holding current value
$1.76 Million
Previous $1.56 Billion
12.23%
% of portfolio
0.05%
Previous 0.05%
Shares
5 transactions
Others Institutions Holding IWD
# of Institutions
1,882Shares Held
284MCall Options Held
1.31MPut Options Held
1.09M-
Bank Of America Corp Charlotte, NC54.1MShares$10.1 Billion0.86% of portfolio
-
Morgan Stanley New York, NY38.4MShares$7.14 Billion0.51% of portfolio
-
Goldman Sachs Group Inc New York, NY15.3MShares$2.84 Billion0.46% of portfolio
-
Jpmorgan Chase & CO New York, NY9.25MShares$1.72 Billion0.14% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA9.01MShares$1.68 Billion3.52% of portfolio