Concurrent Investment Advisors, LLC Ishares Barclays 3 7 Yr Treas Transaction History
Concurrent Investment Advisors, LLC
- $3.71 Trillion
- Q4 2024
A detailed history of Concurrent Investment Advisors, LLC transactions in Ishares Barclays 3 7 Yr Treas stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 10,390 shares of IEI stock, worth $1.2 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
10,390
Previous 10,611
2.08%
Holding current value
$1.2 Million
Previous $1.27 Billion
5.4%
% of portfolio
0.03%
Previous 0.04%
Shares
5 transactions
Others Institutions Holding IEI
# of Institutions
773Shares Held
97MCall Options Held
174KPut Options Held
56.1K-
Jpmorgan Chase & CO New York, NY9.62MShares$1.12 Billion0.09% of portfolio
-
Invesco Ltd. Atlanta, GA6.4MShares$741 Million0.15% of portfolio
-
Bank Of America Corp Charlotte, NC5.8MShares$672 Million0.06% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA4.19MShares$486 Million1.03% of portfolio
-
Envestnet Asset Management Inc3.92MShares$454 Million0.16% of portfolio