Concurrent Investment Advisors, LLC Ishares Tr Russell 200 ETF Transaction History

Concurrent Investment Advisors, LLC

  • $5.17 Trillion
  • Q2 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 3,226 shares of IWL stock, worth $535,257. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,226
Previous 2,220 45.32%
Holding current value
$535,257
Previous $305 Million 61.9%
% of portfolio
0.01%
Previous 0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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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