Concurrent Investment Advisors, LLC Ishares S&P Midcap 400 Value E Transaction History
Concurrent Investment Advisors, LLC
- $3.71 Trillion
- Q4 2024
A detailed history of Concurrent Investment Advisors, LLC transactions in Ishares S&P Midcap 400 Value E stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 11,075 shares of IJJ stock, worth $1.41 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
11,075
Previous 10,874
1.85%
Holding current value
$1.41 Million
Previous $1.34 Billion
2.96%
% of portfolio
0.04%
Previous 0.04%
Shares
5 transactions
Others Institutions Holding IJJ
# of Institutions
851Shares Held
42MCall Options Held
5KPut Options Held
2K-
Morgan Stanley New York, NY4.03MShares$514 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA3.53MShares$450 Million0.1% of portfolio
-
Bank Of America Corp Charlotte, NC2.31MShares$295 Million0.02% of portfolio
-
Ubs Group Ag1.93MShares$246 Million0.05% of portfolio
-
Envestnet Asset Management Inc1.8MShares$229 Million0.07% of portfolio