Concurrent Investment Advisors, LLC Ishares Russell 2000 ETF Transaction History

Concurrent Investment Advisors, LLC

$5.17 Trillion
Q2 2025

A detailed history of Concurrent Investment Advisors, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 1,200 shares of IWM stock, worth $294,072. This represents 0.01% of its overall portfolio holdings.

Number of Shares

1,200

Previous 60,360 98.01%

Holding current value

$294,072

Previous $12 Billion 97.85%

% of portfolio

0.01%

Previous 0.29%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 25, 2025	BUY	$174.82 - $215.79 $139,681 - $172,416	799 Added 1.32%	61,159 $13.2 Billion
Q1 2025 Apr 29, 2025	BUY	$198.1 - $229.79 $514,465 - $596,764	2,597 Added 4.5%	60,360 $12 Billion
Q4 2024 Feb 03, 2025	BUY	$216.13 - $242.4 $665,896 - $746,834	3,081 Added 5.63%	57,763 $12.8 Billion
Q3 2024 Oct 30, 2024	BUY	$200.87 - $224.6 $356,544 - $398,665	1,775 Added 3.35%	54,682 $12.1 Billion
Q2 2024 Jul 30, 2024	BUY	$192.84 - $209.44 $91,984 - $99,902	477 Added 0.91%	52,907 $10.7 Billion
Q1 2024 May 07, 2024	BUY	$189.48 - $210.3 $905,335 - $1 Million	4,778 Added 10.03%	52,430 $11 Billion
Q4 2023 Apr 15, 2024	BUY	$162.21 - $204.82 $7.73 Million - $9.76 Million	47,652 New	47,652 $9.56 Billion

Others Institutions Holding IWM

# of Institutions

2,937

Shares Held

304M

Call Options Held

285M

Put Options Held

617M

View Full List

About ISHARES RUSSELL 2000 ETF

Ticker IWM
Sector ETFs
Industry ETFs

More about IWM

Track This Portfolio

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.

Account

Concurrent Investment Advisors, LLC Ishares Russell 2000 ETF Transaction History