Concurrent Investment Advisors, LLC Ishares Russell 1000 Gr ETF Transaction History

Concurrent Investment Advisors, LLC

$3.39 Trillion
Q3 2024

A detailed history of Concurrent Investment Advisors, LLC transactions in Ishares Russell 1000 Gr ETF stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 5,565 shares of IWF stock, worth $2.27 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares

5,565

Previous 9,939 44.01%

Holding current value

$2.27 Million

Previous $3.62 Billion 42.34%

% of portfolio

0.06%

Previous 0.12%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 30, 2024	SELL	$332.02 - $382.76 $1.45 Million - $1.67 Million	-4,374 Reduced 44.01%	5,565 $2.09 Billion
Q2 2024 Jul 30, 2024	BUY	$316.15 - $367.33 $726,512 - $844,124	2,298 Added 30.07%	9,939 $3.62 Billion
Q1 2024 May 07, 2024	BUY	$294.43 - $339.01 $1.46 Million - $1.69 Million	4,971 Added 186.18%	7,641 $2.58 Billion
Q4 2023 Apr 15, 2024	BUY	$256.94 - $304.21 $686,029 - $812,240	2,670 New	2,670 $809 Million

Others Institutions Holding IWF

# of Institutions

2,219

Shares Held

204M

Call Options Held

346K

Put Options Held

136K

View Full List

About ISHARES RUSSELL 1000 GR ETF

Ticker IWF
Sector ETFs
Industry ETFs

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Concurrent Investment Advisors, LLC Ishares Russell 1000 Gr ETF Transaction History