A detailed history of Concurrent Investment Advisors, LLC transactions in Ishares Russell Midcap Value E stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 1,599 shares of IWS stock, worth $212,459. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,599
Previous 1,625 1.6%
Holding current value
$212,459
Previous $215 Million 3.75%
% of portfolio
0.01%
Previous 0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 03, 2025

SELL
$128.08 - $140.32 $3,330 - $3,648
-26 Reduced 1.6%
1,599 $207 Million
Q3 2024

Oct 30, 2024

BUY
$119.52 - $132.25 $194,220 - $214,906
1,625 New
1,625 $215 Million

Others Institutions Holding IWS

About ISHARES RUSSELL MIDCAP VALUE E


  • Ticker IWS
  • Sector ETFs
  • Industry ETFs
More about IWS
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