Concurrent Investment Advisors, LLC Ishares Russell 2000 Gwt ETF Transaction History

Concurrent Investment Advisors, LLC

  • $4.12 Trillion
  • Q1 2025

A detailed history of Concurrent Investment Advisors, LLC transactions in Ishares Russell 2000 Gwt ETF stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 1,206 shares of IWO stock, worth $333,253. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,206
Previous 1,135 6.26%
Holding current value
$333,253
Previous $327 Million 5.66%
% of portfolio
0.01%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 29, 2025
BUY
$254.58 - $302.92 $18,075 - $21,507
71 Added 6.26%
1,206 $308 Million
Q4 2024

Feb 03, 2025
BUY
$278.19 - $315.36 $85,404 - $96,815
307 Added 37.08%
1,135 $327 Million
Q3 2024

Oct 30, 2024
BUY
$256.4 - $289.78 $212,299 - $239,937
828 New
828 $235 Million

Others Institutions Holding IWO

# of Institutions
1,090
Shares Held
33.2M
Call Options Held
40.4K
Put Options Held
33.2K
View Full List

About ISHARES RUSSELL 2000 GWT ETF

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