Concurrent Investment Advisors, LLC Ishares Russell Midcap Value E Transaction History

Concurrent Investment Advisors, LLC

  • $5.17 Trillion
  • Q2 2025

A detailed history of Concurrent Investment Advisors, LLC transactions in Ishares Russell Midcap Value E stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 2,888 shares of IWS stock, worth $386,732. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,888
Previous 1,590 81.64%
Holding current value
$386,732
Previous $200 Million 90.53%
% of portfolio
0.01%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 25, 2025
BUY
$110.58 - $132.14 $143,532 - $171,517
1,298 Added 81.64%
2,888 $382 Million
Q1 2025

Apr 29, 2025
SELL
$122.59 - $135.24 $1,103 - $1,217
-9 Reduced 0.56%
1,590 $200 Million
Q4 2024

Feb 03, 2025
SELL
$128.08 - $140.32 $3,330 - $3,648
-26 Reduced 1.6%
1,599 $207 Million
Q3 2024

Oct 30, 2024
BUY
$119.52 - $132.25 $194,220 - $214,906
1,625 New
1,625 $215 Million

Others Institutions Holding IWS

# of Institutions
1,033
Shares Held
93.4M
Call Options Held
14.6K
Put Options Held
0
View Full List

About ISHARES RUSSELL MIDCAP VALUE E

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