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

Concurrent Investment Advisors, LLC

$5.17 Trillion
Q2 2025

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 310,985 shares of IVW stock, worth $35.4 Million. This represents 0.66% of its overall portfolio holdings.

Number of Shares

310,985

Previous 159,856 94.54%

Holding current value

$35.4 Million

Previous $14.8 Billion 130.73%

% of portfolio

0.66%

Previous 0.36%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 25, 2025	BUY	$82.96 - $110.1 $12.5 Million - $16.6 Million	151,129 Added 94.54%	310,985 $34.2 Billion
Q1 2025 Apr 29, 2025	SELL	$92.45 - $106.69 $13.6 Million - $15.7 Million	-147,040 Reduced 47.91%	159,856 $14.8 Billion
Q4 2024 Feb 03, 2025	SELL	$94.43 - $105.47 $1.68 Million - $1.88 Million	-17,811 Reduced 5.49%	306,896 $31.2 Billion
Q3 2024 Oct 30, 2024	BUY	$84.77 - $97.13 $749,197 - $858,434	8,838 Added 2.8%	324,707 $31.1 Billion
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

2,068

Shares Held

421M

Call Options Held

196K

Put Options Held

101K

View Full List

About ISHARES S&P 500 GROWTH ETF

Ticker IVW
Sector ETFs
Industry ETFs

More about IVW

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