Concurrent Investment Advisors, LLC Ishares Russell 2000 ETF Transaction History

Concurrent Investment Advisors, LLC

  • $5.83 Trillion
  • Q3 2025

A detailed history of Concurrent Investment Advisors, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 60,029 shares of IWM stock, worth $14.3 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares
60,029
Previous 1,200 4902.42%
Holding current value
$14.3 Million
Previous $259 Million 5509.09%
% of portfolio
0.25%
Previous 0.01%

Shares

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

Oct 27, 2025
SELL
$214.92 - $244.84 $242,859 - $276,669
-1,130 Reduced 1.85%
60,029 $14.5 Billion
Q2 2025

Jul 25, 2025
BUY
$174.82 - $215.79 $139,681 - $172,416
799 Added 1.32%
61,159 $13.2 Billion
Q1 2025

Apr 29, 2025
BUY
$198.1 - $229.79 $514,465 - $596,764
2,597 Added 4.5%
60,360 $12 Billion
Q4 2024

Feb 03, 2025
BUY
$216.13 - $242.4 $665,896 - $746,834
3,081 Added 5.63%
57,763 $12.8 Billion
Q3 2024

Oct 30, 2024
BUY
$200.87 - $224.6 $356,544 - $398,665
1,775 Added 3.35%
54,682 $12.1 Billion
Q2 2024

Jul 30, 2024
BUY
$192.84 - $209.44 $91,984 - $99,902
477 Added 0.91%
52,907 $10.7 Billion
Q1 2024

May 07, 2024
BUY
$189.48 - $210.3 $905,335 - $1 Million
4,778 Added 10.03%
52,430 $11 Billion
Q4 2023

Apr 15, 2024
BUY
$162.21 - $204.82 $7.73 Million - $9.76 Million
47,652 New
47,652 $9.56 Billion

Others Institutions Holding IWM

# of Institutions
3,031
Shares Held
284M
Call Options Held
196M
Put Options Held
484M
View Full List

About ISHARES RUSSELL 2000 ETF

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