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
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 27, 2025

SELL
$339.37 - $366.46 $2,375 - $2,565
-7 Reduced 0.75%
927 $339 Million
Q2 2025

Jul 25, 2025

BUY
$272.36 - $339.57 $254,384 - $317,158
934 New
934 $317 Million

Others Institutions Holding IWB

About ISHARES TR RUSSELL 1000 ETF


  • Ticker IWB
  • Sector ETFs
  • Industry ETFs
More about IWB
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