Concurrent Investment Advisors, LLC Ishares Barclays Transaction History
Concurrent Investment Advisors, LLC
- $3.39 Trillion
- Q3 2024
A detailed history of Concurrent Investment Advisors, LLC transactions in Ishares Barclays stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 1,000 shares of IEF stock, worth $95,190. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,000
Previous 14,198
92.96%
Holding current value
$95,190
Previous $1.33 Billion
92.62%
% of portfolio
0.0%
Previous 0.04%
Shares
4 transactions
Others Institutions Holding IEF
# of Institutions
1,052Shares Held
280MCall Options Held
13.2MPut Options Held
13.9M-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa41.7MShares$3.96 Billion1.68% of portfolio
-
Jpmorgan Chase & CO New York, NY27.8MShares$2.64 Billion0.22% of portfolio
-
Morgan Stanley New York, NY14.1MShares$1.34 Billion0.1% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN13.2MShares$1.25 Billion0.34% of portfolio
-
Envestnet Asset Management Inc12.8MShares$1.21 Billion0.41% of portfolio