Concurrent Investment Advisors, LLC Ishares Russell 2000 ETF Transaction History

Concurrent Investment Advisors, LLC

  • $3.39 Trillion
  • Q3 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 1,100 shares of IWM stock, worth $253,352. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,100
Previous 1,000 10.0%
Holding current value
$253,352
Previous $203 Million 19.76%
% of portfolio
0.01%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 30, 2024
BUY
$200.87 - $224.6 $356,544 - $398,665
1,775 Added 3.35%
54,682 $12.1 Billion
Q2 2024

Jul 30, 2024
BUY
$192.84 - $209.44 $91,984 - $99,902
477 Added 0.91%
52,907 $10.7 Billion
Q1 2024

May 07, 2024
BUY
$189.48 - $210.3 $905,335 - $1 Million
4,778 Added 10.03%
52,430 $11 Billion
Q4 2023

Apr 15, 2024
BUY
$162.21 - $204.82 $7.73 Million - $9.76 Million
47,652 New
47,652 $9.56 Billion

Others Institutions Holding IWM

# of Institutions
2,662
Shares Held
307M
Call Options Held
232M
Put Options Held
524M
View Full List

About ISHARES RUSSELL 2000 ETF

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