Concurrent Investment Advisors, LLC Ishares S&P Midcap 400 Growth Transaction History
Concurrent Investment Advisors, LLC
- $3.04 Trillion
- Q2 2024
A detailed history of Concurrent Investment Advisors, LLC transactions in Ishares S&P Midcap 400 Growth stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 132,350 shares of IJK stock, worth $12.1 Million. This represents 0.38% of its overall portfolio holdings.
Number of Shares
132,350
Previous 16,733
690.95%
Holding current value
$12.1 Million
Previous $1.53 Billion
663.76%
% of portfolio
0.38%
Previous 0.06%
Shares
3 transactions
Others Institutions Holding IJK
# of Institutions
907Shares Held
74MCall Options Held
2.7KPut Options Held
0-
Wells Fargo & Company San Francisco, CA7.07MShares$646 Million0.15% of portfolio
-
Morgan Stanley New York, NY6.74MShares$616 Million0.05% of portfolio
-
Goldman Sachs Group Inc New York, NY3.44MShares$314 Million0.05% of portfolio
-
Bank Of America Corp Charlotte, NC3.35MShares$307 Million0.03% of portfolio
-
Main Management ETF Advisors, LLC San Francisco, CA2.95MShares$270 Million12.99% of portfolio