Concurrent Investment Advisors, LLC Ishares S&P 500 Growth ETF Transaction History

Concurrent Investment Advisors, LLC

  • $3.04 Trillion
  • Q2 2024

A detailed history of Concurrent Investment Advisors, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 315,869 shares of IVW stock, worth $30.1 Million. This represents 0.96% of its overall portfolio holdings.

Number of Shares
315,869
Previous 290,579 8.7%
Holding current value
$30.1 Million
Previous $24.5 Billion 19.13%
% of portfolio
0.96%
Previous 0.99%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 30, 2024
BUY
$79.31 - $93.31 $2.01 Million - $2.36 Million
25,290 Added 8.7%
315,869 $29.2 Billion
Q1 2024

May 07, 2024
BUY
$72.87 - $85.14 $3.06 Million - $3.58 Million
41,990 Added 16.89%
290,579 $24.5 Billion
Q4 2023

Apr 15, 2024
BUY
$65.78 - $75.4 $16.4 Million - $18.7 Million
248,589 New
248,589 $18.7 Billion

Others Institutions Holding IVW

# of Institutions
1,757
Shares Held
431M
Call Options Held
281K
Put Options Held
217K
View Full List

About ISHARES S&P 500 GROWTH ETF

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