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

Concurrent Investment Advisors, LLC

$5.83 Trillion
Q3 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 17,811 shares of IWR stock, worth $1.69 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

17,811

Previous 17,341 2.71%

Holding current value

$1.69 Million

Previous $1.59 Billion 7.82%

% of portfolio

0.03%

Previous 0.03%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 27, 2025	BUY	$92.26 - $97.51 $43,362 - $45,829	470 Added 2.71%	17,811 $1.72 Billion
Q2 2025 Jul 25, 2025	BUY	$74.88 - $91.97 $45,976 - $56,469	614 Added 3.67%	17,341 $1.59 Billion
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

1,637

Shares Held

391M

Call Options Held

208K

Put Options Held

28.7K

View Full List

About ISHARES RUSSELL MID-CAP ETF

Ticker IWR
Sector ETFs
Industry ETFs

More about IWR

Track This Portfolio

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.

Account

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