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

Concurrent Investment Advisors, LLC

  • $4.12 Trillion
  • Q1 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 1,590 shares of IWS stock, worth $205,396. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,590
Previous 1,599 0.56%
Holding current value
$205,396
Previous $207 Million 3.14%
% of portfolio
0.0%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,023
Shares Held
97.5M
Call Options Held
9.5K
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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