Concurrent Investment Advisors, LLC Ishares Russell Mid Cap Growth Transaction History
Concurrent Investment Advisors, LLC
- $2.48 Trillion
- Q1 2024
A detailed history of Concurrent Investment Advisors, LLC transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 8,474 shares of IWP stock, worth $940,698. This represents 0.04% of its overall portfolio holdings.
Number of Shares
8,474
Previous 7,922
6.97%
Holding current value
$940,698
Previous $827 Million
16.88%
% of portfolio
0.04%
Previous 0.04%
Shares
2 transactions
Others Institutions Holding IWP
# of Institutions
1,082Shares Held
110MCall Options Held
93.3KPut Options Held
6.9K-
Tiaa, Fsb St. Louis, MO11.2MShares$1.25 Billion3.93% of portfolio
-
Morgan Stanley New York, NY11MShares$1.22 Billion0.1% of portfolio
-
Tiaa Trust, National Association Charlotte, NC10.5MShares$1.17 Billion3.67% of portfolio
-
Bank Of America Corp Charlotte, NC5.86MShares$651 Million0.06% of portfolio
-
Wells Fargo & Company San Francisco, CA5.32MShares$591 Million0.15% of portfolio