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 $1.18 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
9,321
Previous 9,365
0.47%
Holding current value
$1.18 Million
Previous $1.03 Billion
5.79%
% of portfolio
0.03%
Previous 0.03%
Shares
4 transactions
Others Institutions Holding IWP
# of Institutions
1,072Shares Held
102MCall Options Held
63.3KPut Options Held
1.4K-
Tiaa, Fsb St. Louis, MO11.2MShares$1.42 Billion3.93% of portfolio
-
Morgan Stanley New York, NY10.8MShares$1.37 Billion0.09% of portfolio
-
Bank Of America Corp Charlotte, NC6.25MShares$790 Million0.06% of portfolio
-
Wells Fargo & Company San Francisco, CA5.09MShares$643 Million0.14% of portfolio
-
Tiaa Trust, National Association Charlotte, NC4.27MShares$540 Million1.46% of portfolio