Concurrent Investment Advisors, LLC Ishares Russell 2000 ETF Transaction History
Concurrent Investment Advisors, LLC
- $3.71 Trillion
- Q4 2024
A detailed history of Concurrent Investment Advisors, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 800 shares of IWM stock, worth $165,296. This represents 0.0% of its overall portfolio holdings.
Number of Shares
800
Previous 1,100
27.27%
Holding current value
$165,296
Previous $243 Million
27.25%
% of portfolio
0.0%
Previous 0.01%
Shares
5 transactions
Others Institutions Holding IWM
# of Institutions
2,942Shares Held
302MCall Options Held
213MPut Options Held
497M-
Bank Of America Corp Charlotte, NC33.2MShares$6.85 Billion0.63% of portfolio
-
Morgan Stanley New York, NY19.5MShares$4.04 Billion0.31% of portfolio
-
Wells Fargo & Company San Francisco, CA19.1MShares$3.95 Billion0.98% of portfolio
-
Goldman Sachs Group Inc New York, NY16.6MShares$3.44 Billion0.6% of portfolio
-
Black Rock Inc. New York, NY8.94MShares$1.85 Billion0.04% of portfolio