Concurrent Investment Advisors, LLC Ishares Russell 1000 Val ETF Transaction History

Concurrent Investment Advisors, LLC

$4.12 Trillion
Q1 2025

A detailed history of Concurrent Investment Advisors, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 13,198 shares of IWD stock, worth $2.49 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares

13,198

Previous 9,432 39.93%

Holding current value

$2.49 Million

Previous $1.75 Billion 42.23%

% of portfolio

0.06%

Previous 0.05%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 29, 2025	BUY	$182.82 - $196.21 $688,500 - $738,926	3,766 Added 39.93%	13,198 $2.48 Billion
Q4 2024 Feb 03, 2025	BUY	$183.23 - $199.79 $226,289 - $246,740	1,235 Added 15.07%	9,432 $1.75 Billion
Q3 2024 Oct 30, 2024	BUY	$173.36 - $189.8 $111,470 - $122,041	643 Added 8.51%	8,197 $1.56 Billion
Q2 2024 Jul 30, 2024	BUY	$169.4 - $179.05 $140,432 - $148,432	829 Added 12.33%	7,554 $1.32 Billion
Q1 2024 May 07, 2024	SELL	$161.84 - $179.11 $45,153 - $49,971	-279 Reduced 3.98%	6,725 $1.2 Billion
Q4 2023 Apr 15, 2024	BUY	$143.69 - $165.7 $1.01 Million - $1.16 Million	7,004 New	7,004 $1.16 Billion

Others Institutions Holding IWD

# of Institutions

1,907

Shares Held

279M

Call Options Held

617K

Put Options Held

5.88M

View Full List

About ISHARES RUSSELL 1000 VAL ETF

Ticker IWD
Sector ETFs
Industry ETFs

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Concurrent Investment Advisors, LLC Ishares Russell 1000 Val ETF Transaction History