Concurrent Investment Advisors, LLC Ishares Barclays Call Options Transaction History

Concurrent Investment Advisors, LLC

$3.39 Trillion
Q3 2024

Call Options

1 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form
Q3 2024 Oct 30, 2024	BUY	$92.67 - $99.14 $92,670 - $99,140	1,000 New	1,000 $98.1 Million

Others Institutions Holding IEF

# of Institutions

1,052

Shares Held

280M

Call Options Held

13.2M

Put Options Held

13.9M

Ken Fisher Fisher Asset Management, LLC | Camas, Wa

41.7M
Shares

$3.96 Billion
1.68% of portfolio
Jpmorgan Chase & CO New York, NY

27.8M
Shares

$2.64 Billion
0.22% of portfolio
Morgan Stanley New York, NY

14.1M
Shares

$1.34 Billion
0.1% of portfolio
Ameriprise Financial Inc Minneapolis, MN

13.2M
Shares

$1.25 Billion
0.34% of portfolio
Envestnet Asset Management Inc

12.8M
Shares

$1.21 Billion
0.41% of portfolio

About ISHARES BARCLAYS

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