Concurrent Investment Advisors, LLC IVW Holdings History
Concurrent Investment Advisors, LLC's iShares S&P 500 Growth ETF Holding Summary
As of 2025-03-31, Concurrent Investment Advisors, LLC held 159,856.00 shares of iShares S&P 500 Growth ETF(IVW), totaling $14.84 Mil. This investment constitutes 0.36% of their stock portfolio, and Concurrent Investment Advisors, LLC now holds 0.03% of the outstanding iShares S&P 500 Growth ETF(IVW) stock.
The initial trade took place in 2023Q4. And since then Concurrent Investment Advisors, LLC has made 3 purchases of IVW, at an average price of $74.11, for a total of 324,707.00 shares. In addition, there have been 2 sales at an average price of $100.71 for 164,851.00 shares. Based on historical transaction data and IVW's current price of $112.31, Concurrent Investment Advisors, LLC's estimated gain on his IVW holdings is $10.49 Mil, reflecting a 43.59% gain to date.
Concurrent Investment Advisors, LLC IVW ($112.31) Holding Chart
Concurrent Investment Advisors, LLC IVW ($112.31) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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