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
Quarter Operation Price Per share shares change shares Held SEC Form
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

About ISHARES RUSSELL MID-CAP GROWTH


  • Ticker IWP
  • Sector ETFs
  • Industry ETFs
More about IWP
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