Concurrent Investment Advisors, LLC Ishares Russell2000 Val ETF Transaction History

Concurrent Investment Advisors, LLC

$4.12 Trillion
Q1 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 1,756 shares of IWN stock, worth $268,685. This represents 0.01% of its overall portfolio holdings.

Number of Shares

1,756

Previous 1,588 10.58%

Holding current value

$268,685

Previous $261 Million 1.67%

% of portfolio

0.01%

Previous 0.01%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,097

Shares Held

59.9M

Call Options Held

453K

Put Options Held

29.6K

View Full List

About ISHARES RUSSELL2000 VAL ETF

Ticker IWN
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Concurrent Investment Advisors, LLC Ishares Russell2000 Val ETF Transaction History