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 $290,836. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,645
Previous 9,426
82.55%
Holding current value
$290,836
Previous $1.44 Billion
80.89%
% of portfolio
0.01%
Previous 0.05%
Shares
4 transactions
Others Institutions Holding IWN
# of Institutions
1,020Shares Held
61.1MCall Options Held
280KPut Options Held
134K-
Bank Of America Corp Charlotte, NC6.67MShares$1.18 Billion0.09% of portfolio
-
Morgan Stanley New York, NY4.91MShares$868 Million0.06% of portfolio
-
Tiaa Trust, National Association Charlotte, NC2.63MShares$466 Million1.24% of portfolio
-
Tiaa, Fsb St. Louis, MO2.5MShares$442 Million1.27% of portfolio
-
Jones Financial Companies Lllp2.48MShares$438 Million0.44% of portfolio