Concurrent Investment Advisors, LLC Ishares Core S&P Sm Cap ETF Transaction History
Concurrent Investment Advisors, LLC
- $3.71 Trillion
- Q4 2024
A detailed history of Concurrent Investment Advisors, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 151,054 shares of IJR stock, worth $17.7 Million. This represents 0.47% of its overall portfolio holdings.
Number of Shares
151,054
Previous 153,390
1.52%
Holding current value
$17.7 Million
Previous $17.9 Billion
2.99%
% of portfolio
0.47%
Previous 0.53%
Shares
5 transactions
Others Institutions Holding IJR
# of Institutions
2,788Shares Held
536MCall Options Held
995KPut Options Held
461K-
Northwestern Mutual Wealth Management CO38.1MShares$4.46 Billion3.73% of portfolio
-
Bank Of America Corp Charlotte, NC32.1MShares$3.75 Billion0.32% of portfolio
-
Morgan Stanley New York, NY19.2MShares$2.24 Billion0.16% of portfolio
-
Envestnet Asset Management Inc18.2MShares$2.13 Billion0.69% of portfolio
-
Wells Fargo & Company San Francisco, CA17.2MShares$2.01 Billion0.46% of portfolio