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

Concurrent Investment Advisors, LLC

  • $4.12 Trillion
  • Q1 2025

A detailed history of Concurrent Investment Advisors, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 16,727 shares of IWR stock, worth $1.49 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
16,727
Previous 10,875 53.81%
Holding current value
$1.49 Million
Previous $961 Million 48.02%
% of portfolio
0.03%
Previous 0.03%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 29, 2025
BUY
$82.81 - $92.93 $484,604 - $543,826
5,852 Added 53.81%
16,727 $1.42 Billion
Q4 2024

Feb 03, 2025
BUY
$87.25 - $95.52 $5,671 - $6,208
65 Added 0.6%
10,875 $961 Million
Q3 2024

Oct 30, 2024
SELL
$79.92 - $88.19 $49,070 - $54,148
-614 Reduced 5.37%
10,810 $953 Million
Q2 2024

Jul 30, 2024
BUY
$78.66 - $83.59 $74,491 - $79,159
947 Added 9.04%
11,424 $926 Million
Q1 2024

May 07, 2024
SELL
$75.37 - $84.09 $10,250 - $11,436
-136 Reduced 1.28%
10,477 $881 Million
Q4 2023

Apr 15, 2024
BUY
$64.84 - $78.27 $688,146 - $830,679
10,613 New
10,613 $825 Million

Others Institutions Holding IWR

# of Institutions
1,538
Shares Held
382M
Call Options Held
151K
Put Options Held
164K
View Full List

About ISHARES RUSSELL MID-CAP ETF

IWR Quotes by TradingView
  • Ticker IWR
  • Sector ETFs
  • Industry ETFs
More about IWR
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