Concurrent Investment Advisors, LLC Ishares Russell 3000 ETF Transaction History

Concurrent Investment Advisors, LLC

  • $3.71 Trillion
  • Q4 2024

A detailed history of Concurrent Investment Advisors, LLC transactions in Ishares Russell 3000 ETF stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 3,299 shares of IWV stock, worth $1.1 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
3,299
Previous 2,917 13.1%
Holding current value
$1.1 Million
Previous $953 Million 15.72%
% of portfolio
0.03%
Previous 0.03%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 03, 2025
BUY
$323.08 - $349.08 $123,416 - $133,348
382 Added 13.1%
3,299 $1.1 Billion
Q3 2024

Oct 30, 2024
BUY
$294.75 - $326.73 $433,577 - $480,619
1,471 Added 101.73%
2,917 $953 Million
Q2 2024

Jul 30, 2024
BUY
$283.16 - $309.9 $107,317 - $117,452
379 Added 35.52%
1,446 $446 Million
Q1 2024

May 07, 2024
BUY
$268.36 - $300.08 $286,340 - $320,185
1,067 New
1,067 $320 Million

Others Institutions Holding IWV

# of Institutions
926
Shares Held
31.7M
Call Options Held
17.4K
Put Options Held
6.4K
View Full List

About ISHARES RUSSELL 3000 ETF

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