Concurrent Investment Advisors, LLC Ishares Russell2000 Val ETF Transaction History

Concurrent Investment Advisors, LLC

  • $3.04 Trillion
  • Q2 2024

A detailed history of Concurrent Investment Advisors, LLC transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 9,426 shares of IWN stock, worth $1.55 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
9,426
Previous 8,349 12.9%
Holding current value
$1.55 Million
Previous $1.33 Billion 8.29%
% of portfolio
0.05%
Previous 0.05%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 30, 2024
BUY
$146.03 - $158.93 $157,274 - $171,167
1,077 Added 12.9%
9,426 $1.44 Billion
Q1 2024

May 07, 2024
SELL
$145.61 - $158.81 $1.31 Million - $1.43 Million
-9,015 Reduced 51.92%
8,349 $1.33 Billion
Q4 2023

Apr 15, 2024
BUY
$125.51 - $158.2 $2.18 Million - $2.75 Million
17,364 New
17,364 $2.7 Billion

Others Institutions Holding IWN

# of Institutions
998
Shares Held
59.5M
Call Options Held
280K
Put Options Held
140K
View Full List

About ISHARES RUSSELL2000 VAL ETF

IWN Quotes by TradingView
  • Ticker IWN
  • Sector ETFs
  • Industry ETFs
More about IWN
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