Concurrent Investment Advisors, LLC Ishares Russell 3000 ETF Transaction History

Concurrent Investment Advisors, LLC

$5.17 Trillion
Q2 2025

A detailed history of Concurrent Investment Advisors, LLC transactions in Ishares Russell 3000 ETF stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 62,968 shares of IWV stock, worth $22.8 Million. This represents 0.43% of its overall portfolio holdings.

Number of Shares

62,968

Previous 1,019 6079.39%

Holding current value

$22.8 Million

Previous $324 Million 6729.56%

% of portfolio

0.43%

Previous 0.01%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 25, 2025	BUY	$281.67 - $351.0 $17.4 Million - $21.7 Million	61,949 Added 6079.39%	62,968 $22.1 Billion
Q1 2025 Apr 29, 2025	SELL	$313.1 - $349.83 $713,868 - $797,612	-2,280 Reduced 69.11%	1,019 $324 Million
Q4 2024 Feb 03, 2025	BUY	$323.08 - $349.08 $123,416 - $133,348	382 Added 13.1%	3,299 $1.1 Billion
Q3 2024 Oct 30, 2024	BUY	$294.75 - $326.73 $433,577 - $480,619	1,471 Added 101.73%	2,917 $953 Million
Q2 2024 Jul 30, 2024	BUY	$283.16 - $309.9 $107,317 - $117,452	379 Added 35.52%	1,446 $446 Million
Q1 2024 May 07, 2024	BUY	$268.36 - $300.08 $286,340 - $320,185	1,067 New	1,067 $320 Million

Others Institutions Holding IWV

# of Institutions

909

Shares Held

26.5M

Call Options Held

16.1K

Put Options Held

8.2K

View Full List

About ISHARES RUSSELL 3000 ETF

Ticker IWV
Sector ETFs
Industry ETFs

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Concurrent Investment Advisors, LLC Ishares Russell 3000 ETF Transaction History