Concurrent Investment Advisors, LLC Ishares Russell 3000 ETF Transaction History

Concurrent Investment Advisors, LLC

  • $3.39 Trillion
  • Q3 2024

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 2,917 shares of IWV stock, worth $1.02 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
2,917
Previous 1,446 101.73%
Holding current value
$1.02 Million
Previous $446 Million 113.46%
% of portfolio
0.03%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
858
Shares Held
26.2M
Call Options Held
19.5K
Put Options Held
3K
View Full List

About ISHARES RUSSELL 3000 ETF

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