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 8,474 shares of IWP stock, worth $940,698. This represents 0.04% of its overall portfolio holdings.

Number of Shares
8,474
Previous 7,922 6.97%
Holding current value
$940,698
Previous $827 Million 16.88%
% of portfolio
0.04%
Previous 0.04%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
Track This Portfolio

Track Concurrent Investment Advisors, LLC Portfolio

Follow Concurrent Investment Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Concurrent Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Concurrent Investment Advisors, LLC with notifications on news.