Concurrent Investment Advisors, LLC Ishares S&P Midcap 400 Value E Transaction History
Concurrent Investment Advisors, LLC
- $3.04 Trillion
- Q2 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 9,789 shares of IJJ stock, worth $1.2 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
9,789
Previous 9,712
0.79%
Holding current value
$1.2 Million
Previous $1.15 Billion
3.32%
% of portfolio
0.04%
Previous 0.05%
Shares
3 transactions
Others Institutions Holding IJJ
# of Institutions
787Shares Held
42.2MCall Options Held
100Put Options Held
0-
Morgan Stanley New York, NY4.01MShares$491 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA3.67MShares$450 Million0.1% of portfolio
-
Bank Of America Corp Charlotte, NC2.42MShares$296 Million0.02% of portfolio
-
Ubs Group Ag1.91MShares$234 Million0.05% of portfolio
-
Envestnet Asset Management Inc1.75MShares$215 Million0.07% of portfolio