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
Others Institutions Holding IWL
# of Institutions
217Shares Held
8.33MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY691KShares$115 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC616KShares$102 Million0.01% of portfolio
-
Tompkins Financial Corp553KShares$91.7 Million7.86% of portfolio
-
Gilbert & Cook, Inc.531KShares$88.2 Million11.19% of portfolio
-
Richmond Investment Services, LLC Mequon, WI377KShares$62.5 Million12.18% of portfolio