Concurrent Investment Advisors, LLC Ishares Russell Mid Cap Growth Transaction History

Concurrent Investment Advisors, LLC

  • $4.12 Trillion
  • Q1 2025

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 9,283 shares of IWP stock, worth $1.23 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
9,283
Previous 9,322 0.42%
Holding current value
$1.23 Million
Previous $1.18 Billion 7.7%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Apr 29, 2025
SELL
$114.9 - $139.6 $4,481 - $5,444
-39 Reduced 0.42%
9,283 $1.09 Billion
Q4 2024

Feb 03, 2025
BUY
$116.4 - $138.52 $116 - $138
1 Added 0.01%
9,322 $1.18 Billion
Q3 2024

Oct 30, 2024
SELL
$103.87 - $117.59 $4,570 - $5,173
-44 Reduced 0.47%
9,321 $1.09 Billion
Q2 2024

Jul 30, 2024
BUY
$105.7 - $113.43 $94,178 - $101,066
891 Added 10.51%
9,365 $1.03 Billion
Q1 2024

May 07, 2024
BUY
$100.66 - $114.14 $55,564 - $63,005
552 Added 6.97%
8,474 $967 Million
Q4 2023

Apr 15, 2024
BUY
$85.66 - $105.12 $678,598 - $832,760
7,922 New
7,922 $827 Million

Others Institutions Holding IWP

# of Institutions
1,212
Shares Held
119M
Call Options Held
132K
Put Options Held
92.9K
View Full List

About ISHARES RUSSELL MID-CAP GROWTH

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