Concurrent Investment Advisors, LLC Ishares Russell2000 Val ETF Transaction History

Concurrent Investment Advisors, LLC

  • $5.83 Trillion
  • Q3 2025

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 1,206 shares of IWN stock, worth $213,256. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,206
Previous 1,373 12.16%
Holding current value
$213,256
Previous $217 Million 1.53%
% of portfolio
0.0%
Previous 0.0%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 27, 2025
SELL
$157.1 - $178.94 $26,235 - $29,882
-167 Reduced 12.16%
1,206 $213 Million
Q2 2025

Jul 25, 2025
SELL
$131.84 - $157.76 $50,494 - $60,422
-383 Reduced 21.81%
1,373 $217 Million
Q1 2025

Apr 29, 2025
BUY
$149.27 - $169.4 $25,077 - $28,459
168 Added 10.58%
1,756 $265 Million
Q4 2024

Feb 03, 2025
SELL
$162.69 - $181.35 $9,273 - $10,336
-57 Reduced 3.47%
1,588 $261 Million
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
1,108
Shares Held
56.1M
Call Options Held
337K
Put Options Held
19.7K
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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