A detailed history of Concurrent Investment Advisors, LLC transactions in Ishares Tr Us Broker Dealers & stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 14,504 shares of IAI stock, worth $1.96 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
14,504
Previous 14,196 2.17%
Holding current value
$1.96 Million
Previous $1.66 Billion 12.34%
% of portfolio
0.06%
Previous 0.05%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 30, 2024

BUY
$115.73 - $128.74 $35,644 - $39,651
308 Added 2.17%
14,504 $1.86 Billion
Q2 2024

Jul 30, 2024

BUY
$109.7 - $120.13 $1.56 Million - $1.71 Million
14,196 New
14,196 $1.66 Billion

Others Institutions Holding IAI

About ISHARES TR US BROKER-DEALERS &


  • Ticker IAI
  • Sector ETFs
  • Industry ETFs
More about IAI
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.