Concurrent Investment Advisors, LLC Ishares Tr Russell 200 Growth Transaction History

Concurrent Investment Advisors, LLC

  • $5.17 Trillion
  • Q2 2025

A detailed history of Concurrent Investment Advisors, LLC transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 1,122 shares of IWY stock, worth $286,536. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,122
Holding current value
$286,536
% of portfolio
0.01%

Shares

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

Jul 25, 2025
BUY
$187.5 - $246.51 $210,375 - $276,584
1,122 New
1,122 $277 Million
Q4 2024

Feb 03, 2025
BUY
$216.72 - $244.71 $684,401 - $772,794
3,158 New
3,158 $743 Million

Others Institutions Holding IWY

# of Institutions
602
Shares Held
52.5M
Call Options Held
4.7K
Put Options Held
6.5K
View Full List

About ISHARES TR RUSSELL 200 GROWTH

IWY Quotes by TradingView
  • Ticker IWY
  • Sector ETFs
  • Industry ETFs
More about IWY
Track This Portfolio

Track Concurrent Investment Advisors, LLC Portfolio

Follow Concurrent Investment Advisors, LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email