Concurrent Investment Advisors, LLC
Position in SMMV — iShares MSCI USA Small-Cap Min Vol Factor ETF
CIK 2001015
Tampa, FL
All Filings in SMMV
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 SMMV | $447,378 | 10,257 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 SMMV | $450,111 | 10,388 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 SMMV | $424,903 | 9,870 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 SMMV | $413,840 | 9,851 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 SMMV | $387,764 | 9,355 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 SMMV | $391,009 | 9,431 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 SMMV | $299,676 | 7,345 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 SMMV | $283,143 | 7,592 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 SMMV | $262,899 | 7,020 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 SMMV | $254,184 | 7,122 | Shares | Sole | 2024-04-15 | |
| No filing history on record for this holder in this stock. | ||||||