Concurrent Investment Advisors, LLC Ishares Core S&P Mid Cap ETF Transaction History
Concurrent Investment Advisors, LLC
- $5.17 Trillion
- Q2 2025
A detailed history of Concurrent Investment Advisors, LLC transactions in Ishares Core S&P Mid Cap ETF stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 498,748 shares of IJH stock, worth $31.8 Million. This represents 0.6% of its overall portfolio holdings.
Number of Shares
498,748
Previous 378,527
31.76%
Holding current value
$31.8 Million
Previous $22.1 Billion
40.05%
% of portfolio
0.6%
Previous 0.54%
Shares
7 transactions
Others Institutions Holding IJH
# of Institutions
2,687Shares Held
1.16BCall Options Held
634KPut Options Held
150K-
Northwestern Mutual Wealth Management CO114MShares$7.27 Billion5.49% of portfolio
-
Bank Of America Corp Charlotte, NC69.5MShares$4.43 Billion0.33% of portfolio
-
Wells Fargo & Company San Francisco, CA50.2MShares$3.2 Billion0.68% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL37.6MShares$2.4 Billion0.85% of portfolio
-
Morgan Stanley New York, NY36.9MShares$2.35 Billion0.16% of portfolio