Concurrent Investment Advisors, LLC Ishares Tr Russell 200 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 200 ETF stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 3,337 shares of IWL stock, worth $553,675. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,337
Previous 3,226 3.44%
Holding current value
$553,675
Previous $494 Million 12.2%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 27, 2025
BUY
$152.78 - $166.59 $16,958 - $18,491
111 Added 3.44%
3,337 $554 Million
Q2 2025

Jul 25, 2025
BUY
$122.36 - $153.12 $123,094 - $154,038
1,006 Added 45.32%
3,226 $494 Million
Q1 2025

Apr 29, 2025
BUY
$135.83 - $151.73 $301,542 - $336,840
2,220 New
2,220 $305 Million

Others Institutions Holding IWL

# of Institutions
217
Shares Held
8.33M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR RUSSELL 200 ETF

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