Concurrent Investment Advisors, LLC Ishares Russell2000 Val ETF Transaction History

Concurrent Investment Advisors, LLC

  • $2.48 Trillion
  • Q1 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 8,349 shares of IWN stock, worth $1.25 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
8,349
Previous 17,364 51.92%
Holding current value
$1.25 Million
Previous $2.7 Billion 50.84%
% of portfolio
0.05%
Previous 0.13%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,011
Shares Held
59.9M
Call Options Held
468K
Put Options Held
254K
View Full List

About ISHARES RUSSELL2000 VAL ETF

IWN Quotes by TradingView
  • Ticker IWN
  • Sector ETFs
  • Industry ETFs
More about IWN
Track This Portfolio

Track Concurrent Investment Advisors, LLC Portfolio

Follow Concurrent Investment Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Concurrent Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Concurrent Investment Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email