Concurrent Investment Advisors, LLC Ishares Russell 3000 ETF Transaction History

Concurrent Investment Advisors, LLC

  • $3.39 Trillion
  • Q3 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 2,917 shares of IWV stock, worth $966,635. This represents 0.03% of its overall portfolio holdings.

Number of Shares
2,917
Previous 1,446 101.73%
Holding current value
$966,635
Previous $446 Million 113.46%
% of portfolio
0.03%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
852
Shares Held
26M
Call Options Held
19.5K
Put Options Held
3K
View Full List

About ISHARES RUSSELL 3000 ETF

IWV Quotes by TradingView
  • Ticker IWV
  • Sector ETFs
  • Industry ETFs
More about IWV
Track This Portfolio

Track Concurrent Investment Advisors, LLC Portfolio

Follow Concurrent Investment Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Concurrent Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Concurrent Investment Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email