Concurrent Investment Advisors, LLC Ishares S&P Midcap 400 Growth Transaction History
Concurrent Investment Advisors, LLC
- $3.39 Trillion
- Q3 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 161,234 shares of IJK stock, worth $14.7 Million. This represents 0.44% of its overall portfolio holdings.
Number of Shares
161,234
Previous 132,350
21.82%
Holding current value
$14.7 Million
Previous $11.7 Billion
27.1%
% of portfolio
0.44%
Previous 0.38%
Shares
4 transactions
Others Institutions Holding IJK
# of Institutions
936Shares Held
73.6MCall Options Held
5.1KPut Options Held
0-
Morgan Stanley New York, NY6.78MShares$617 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA6.76MShares$615 Million0.14% of portfolio
-
Bank Of America Corp Charlotte, NC3.71MShares$338 Million0.03% of portfolio
-
Main Management ETF Advisors, LLC San Francisco, CA3.03MShares$276 Million13.19% of portfolio
-
Ubs Group Ag2.22MShares$202 Million0.05% of portfolio