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

Concurrent Investment Advisors, LLC

  • $5.83 Trillion
  • Q3 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 25,486 shares of IWD stock, worth $5.16 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
25,486
Previous 21,768 17.08%
Holding current value
$5.16 Million
Previous $4.23 Billion 22.72%
% of portfolio
0.09%
Previous 0.08%

Shares

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

Oct 27, 2025
BUY
$192.76 - $203.86 $716,681 - $757,951
3,718 Added 17.08%
25,486 $5.19 Billion
Q2 2025

Jul 25, 2025
BUY
$166.82 - $194.23 $1.43 Million - $1.66 Million
8,570 Added 64.93%
21,768 $4.23 Billion
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
1,966
Shares Held
267M
Call Options Held
722K
Put Options Held
5.49M
View Full List

About ISHARES RUSSELL 1000 VAL ETF

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