Concurrent Investment Advisors, LLC Ishares Russell Mid Cap Growth Transaction History
Concurrent Investment Advisors, LLC
- $3.04 Trillion
- Q2 2024
A detailed history of Concurrent Investment Advisors, LLC transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 9,365 shares of IWP stock, worth $1.11 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
9,365
Previous 8,474
10.51%
Holding current value
$1.11 Million
Previous $967 Million
6.85%
% of portfolio
0.03%
Previous 0.04%
Shares
3 transactions
Others Institutions Holding IWP
# of Institutions
1,073Shares Held
104MCall Options Held
63.5KPut Options Held
1.4K-
Tiaa, Fsb St. Louis, MO11.2MShares$1.33 Billion3.93% of portfolio
-
Morgan Stanley New York, NY10.8MShares$1.28 Billion0.09% of portfolio
-
Bank Of America Corp Charlotte, NC6.25MShares$738 Million0.06% of portfolio
-
Wells Fargo & Company San Francisco, CA5.09MShares$601 Million0.14% of portfolio
-
Tiaa Trust, National Association Charlotte, NC4.27MShares$505 Million1.46% of portfolio