Concurrent Investment Advisors, LLC Ishares Tr Transaction History

Concurrent Investment Advisors, LLC

  • $3.71 Trillion
  • Q4 2024

A detailed history of Concurrent Investment Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 6,073 shares of DVY stock, worth $838,681. This represents 0.02% of its overall portfolio holdings.

Number of Shares
6,073
Previous 5,191 16.99%
Holding current value
$838,681
Previous $701 Million 13.71%
% of portfolio
0.02%
Previous 0.02%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 03, 2025
BUY
$129.55 - $143.41 $114,263 - $126,487
882 Added 16.99%
6,073 $797 Million
Q3 2024

Oct 30, 2024
BUY
$119.99 - $135.74 $28,437 - $32,170
237 Added 4.78%
5,191 $701 Million
Q2 2024

Jul 30, 2024
BUY
$115.73 - $125.75 $89,690 - $97,456
775 Added 18.55%
4,954 $599 Million
Q1 2024

May 07, 2024
BUY
$113.31 - $123.18 $44,190 - $48,040
390 Added 10.29%
4,179 $515 Million
Q4 2023

Apr 15, 2024
BUY
$102.97 - $119.06 $390,153 - $451,118
3,789 New
3,789 $444 Million

Others Institutions Holding DVY

# of Institutions
1,445
Shares Held
95M
Call Options Held
1.8M
Put Options Held
161K
View Full List

About ISHARES TR

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