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 10,477 shares of IWR stock, worth $845,284. This represents 0.04% of its overall portfolio holdings.

Number of Shares
10,477
Previous 10,613 1.28%
Holding current value
$845,284
Previous $825 Million 6.79%
% 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

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

About ISHARES RUSSELL MID-CAP ETF


  • Ticker IWR
  • Sector ETFs
  • Industry ETFs
More about IWR
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