Concurrent Investment Advisors, LLC Ishares Tr Russell 1000 ETF Transaction History
Concurrent Investment Advisors, LLC
- $5.83 Trillion
- Q3 2025
A detailed history of Concurrent Investment Advisors, LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 927 shares of IWB stock, worth $341,024. This represents 0.01% of its overall portfolio holdings.
Number of Shares
927
Previous 934
0.75%
Holding current value
$341,024
Previous $317 Million
6.79%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding IWB
# of Institutions
1,614Shares Held
98.3MCall Options Held
65.9KPut Options Held
60.7K-
Jones Financial Companies Lllp11.3MShares$4.14 Billion2.82% of portfolio
-
Bank Of America Corp Charlotte, NC4.41MShares$1.62 Billion0.11% of portfolio
-
Envestnet Asset Management Inc4.18MShares$1.54 Billion0.47% of portfolio
-
Morgan Stanley New York, NY3MShares$1.1 Billion0.07% of portfolio
-
M&T Bank Corp2.83MShares$1.04 Billion3.58% of portfolio