Concurrent Investment Advisors, LLC Ishares Russell2000 Val ETF Transaction History

Concurrent Investment Advisors, LLC

  • $3.39 Trillion
  • Q3 2024

A detailed history of Concurrent Investment Advisors, LLC transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 1,645 shares of IWN stock, worth $283,713. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,645
Previous 9,426 82.55%
Holding current value
$283,713
Previous $1.44 Billion 80.89%
% of portfolio
0.01%
Previous 0.05%

Shares

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

Oct 30, 2024
SELL
$150.05 - $171.34 $1.17 Million - $1.33 Million
-7,781 Reduced 82.55%
1,645 $274 Million
Q2 2024

Jul 30, 2024
BUY
$146.03 - $158.93 $157,274 - $171,167
1,077 Added 12.9%
9,426 $1.44 Billion
Q1 2024

May 07, 2024
SELL
$145.61 - $158.81 $1.31 Million - $1.43 Million
-9,015 Reduced 51.92%
8,349 $1.33 Billion
Q4 2023

Apr 15, 2024
BUY
$125.51 - $158.2 $2.18 Million - $2.75 Million
17,364 New
17,364 $2.7 Billion

Others Institutions Holding IWN

# of Institutions
1,052
Shares Held
58.8M
Call Options Held
987K
Put Options Held
207K
View Full List

About ISHARES RUSSELL2000 VAL ETF

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