Concurrent Investment Advisors, LLC Ishares Russell Mid Cap Growth Transaction History
Concurrent Investment Advisors, LLC
- $3.39 Trillion
- Q3 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 9,321 shares of IWP stock, worth $1.25 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
9,321
Previous 9,365
0.47%
Holding current value
$1.25 Million
Previous $1.03 Billion
5.79%
% of portfolio
0.03%
Previous 0.03%
Shares
4 transactions
Others Institutions Holding IWP
# of Institutions
1,085Shares Held
102MCall Options Held
59.7KPut Options Held
5.2K-
Tiaa, Fsb St. Louis, MO11.2MShares$1.51 Billion3.93% of portfolio
-
Morgan Stanley New York, NY10.8MShares$1.45 Billion0.09% of portfolio
-
Bank Of America Corp Charlotte, NC7.13MShares$958 Million0.07% of portfolio
-
Wells Fargo & Company San Francisco, CA5MShares$672 Million0.14% of portfolio
-
Jones Financial Companies Lllp4.4MShares$592 Million0.53% of portfolio