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 $1.33 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
11,075
Previous 10,874 1.85%
Holding current value
$1.33 Million
Previous $1.34 Billion 2.96%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Feb 03, 2025
BUY
$121.89 - $135.52 $24,499 - $27,239
201 Added 1.85%
11,075 $1.38 Billion
Q3 2024

Oct 30, 2024
BUY
$111.9 - $124.28 $121,411 - $134,843
1,085 Added 11.08%
10,874 $1.34 Billion
Q2 2024

Jul 30, 2024
BUY
$109.44 - $118.4 $8,426 - $9,116
77 Added 0.79%
9,789 $1.11 Billion
Q1 2024

May 07, 2024
SELL
$109.27 - $118.29 $1,748 - $1,892
-16 Reduced 0.16%
9,712 $1.15 Billion
Q4 2023

Apr 15, 2024
BUY
$93.05 - $115.17 $905,190 - $1.12 Million
9,728 New
9,728 $1.11 Billion

Others Institutions Holding IJJ

# of Institutions
889
Shares Held
43M
Call Options Held
1.8K
Put Options Held
0
View Full List

About ISHARES S&P MIDCAP 400 VALUE E

IJJ Quotes by TradingView
  • Ticker IJJ
  • Sector ETFs
  • Industry ETFs
More about IJJ
Track This Portfolio

Track Concurrent Investment Advisors, LLC Portfolio

Follow Concurrent Investment Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Concurrent Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Concurrent Investment Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email