Concurrent Investment Advisors, LLC Ishares S&P Midcap 400 Growth Transaction History

Concurrent Investment Advisors, LLC

$5.83 Trillion
Q3 2025

A detailed history of Concurrent Investment Advisors, LLC transactions in Ishares S&P Midcap 400 Growth stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 15,109 shares of IJK stock, worth $1.44 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

15,109

Previous 15,358 1.62%

Holding current value

$1.44 Million

Previous $1.4 Billion 3.69%

% of portfolio

0.02%

Previous 0.03%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 27, 2025	SELL	$91.28 - $97.59 $22,728 - $24,299	-249 Reduced 1.62%	15,109 $1.45 Billion
Q2 2025 Jul 25, 2025	BUY	$73.7 - $90.98 $2,579 - $3,184	35 Added 0.23%	15,358 $1.4 Billion
Q1 2025 Apr 29, 2025	SELL	$81.62 - $96.63 $95,087 - $112,573	-1,165 Reduced 7.07%	15,323 $1.28 Billion
Q4 2024 Feb 03, 2025	SELL	$90.66 - $99.46 $13.1 Million - $14.4 Million	-144,746 Reduced 89.77%	16,488 $1.5 Billion
Q3 2024 Oct 30, 2024	BUY	$84.81 - $93.54 $2.45 Million - $2.7 Million	28,884 Added 21.82%	161,234 $14.8 Billion
Q2 2024 Jul 30, 2024	BUY	$84.85 - $91.12 $9.81 Million - $10.5 Million	115,617 Added 690.95%	132,350 $11.7 Billion
Q1 2024 May 07, 2024	SELL	$76.81 - $91.25 $9.75 Million - $11.6 Million	-126,901 Reduced 88.35%	16,733 $1.53 Billion
Q4 2023 Apr 15, 2024	BUY	$67.78 - $80.04 $9.74 Million - $11.5 Million	143,634 New	143,634 $11.4 Billion

Others Institutions Holding IJK

# of Institutions

981

Shares Held

69.5M

Call Options Held

5.3K

Put Options Held

View Full List

About ISHARES S&P MIDCAP 400 GROWTH

Ticker IJK
Sector ETFs
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Concurrent Investment Advisors, LLC Ishares S&P Midcap 400 Growth Transaction History