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

Concurrent Investment Advisors, LLC

$5.17 Trillion
Q2 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 11,583 shares of IWP stock, worth $1.66 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

11,583

Previous 9,283 24.78%

Holding current value

$1.66 Million

Previous $1.09 Billion 47.28%

% of portfolio

0.03%

Previous 0.03%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 25, 2025	BUY	$104.34 - $138.68 $239,982 - $318,964	2,300 Added 24.78%	11,583 $1.61 Billion
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

1,310

Shares Held

117M

Call Options Held

196K

Put Options Held

340K

View Full List

About ISHARES RUSSELL MID-CAP GROWTH

Ticker IWP
Sector ETFs
Industry ETFs

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