Concurrent Investment Advisors, LLC Ishares Tr Transaction History
Concurrent Investment Advisors, LLC
- $5.17 Trillion
- Q2 2025
A detailed history of Concurrent Investment Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 12,135 shares of IDV stock, worth $442,684. This represents 0.01% of its overall portfolio holdings.
Number of Shares
12,135Holding current value
$442,684% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding IDV
# of Institutions
574Shares Held
97.9MCall Options Held
23.6KPut Options Held
67.9K-
Bank Of America Corp Charlotte, NC12.4MShares$453 Million0.03% of portfolio
-
Gallagher Fiduciary Advisors, LLC Rolling Meadows, IL8.45MShares$308 Million0.41% of portfolio
-
Morgan Stanley New York, NY7.02MShares$256 Million0.02% of portfolio
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Envestnet Asset Management Inc4.79MShares$175 Million0.05% of portfolio
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Ameriprise Financial Inc Minneapolis, MN3.95MShares$144 Million0.04% of portfolio