Concurrent Investment Advisors, LLC Vanguard S&P Mid Cap 400 ETF Transaction History

Concurrent Investment Advisors, LLC

  • $5.17 Trillion
  • Q2 2025

A detailed history of Concurrent Investment Advisors, LLC transactions in Vanguard S&P Mid Cap 400 ETF stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 6,774 shares of IVOO stock, worth $716,960. This represents 0.01% of its overall portfolio holdings.

Number of Shares
6,774
Previous 6,563 3.21%
Holding current value
$716,960
Previous $648 Million 9.77%
% of portfolio
0.01%
Previous 0.02%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 25, 2025
BUY
$86.58 - $104.98 $18,268 - $22,150
211 Added 3.21%
6,774 $711 Million
Q1 2025

Apr 29, 2025
BUY
$96.85 - $111.39 $81,741 - $94,013
844 Added 14.76%
6,563 $648 Million
Q4 2024

Feb 03, 2025
BUY
$104.52 - $115.08 $597,749 - $658,142
5,719 New
5,719 $603 Million

Others Institutions Holding IVOO

# of Institutions
303
Shares Held
12.7M
Call Options Held
3K
Put Options Held
100
View Full List

About VANGUARD S&P MID CAP 400 ETF

IVOO Quotes by TradingView
  • Ticker IVOO
  • Sector ETFs
  • Industry ETFs
More about IVOO
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