Concurrent Investment Advisors, LLC Ishares Russell 3000 ETF Transaction History

Concurrent Investment Advisors, LLC

  • $3.04 Trillion
  • Q2 2024

A detailed history of Concurrent Investment Advisors, LLC transactions in Ishares Russell 3000 ETF stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 1,446 shares of IWV stock, worth $452,352. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,446
Previous 1,067 35.52%
Holding current value
$452,352
Previous $320 Million 39.49%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Jul 30, 2024
BUY
$283.16 - $309.9 $107,317 - $117,452
379 Added 35.52%
1,446 $446 Million
Q1 2024

May 07, 2024
BUY
$268.36 - $300.08 $286,340 - $320,185
1,067 New
1,067 $320 Million

Others Institutions Holding IWV

# of Institutions
831
Shares Held
26.4M
Call Options Held
18.7K
Put Options Held
4.9K
View Full List

About ISHARES RUSSELL 3000 ETF

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