A detailed history of Concurrent Investment Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 4,975 shares of IEO stock, worth $506,305. This represents 0.01% of its overall portfolio holdings.

Number of Shares
4,975
Previous 3,986 24.81%
Holding current value
$506,305
Previous $397 Million 14.7%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 30, 2024

BUY
$88.52 - $101.16 $87,546 - $100,047
989 Added 24.81%
4,975 $455 Million
Q2 2024

Jul 30, 2024

BUY
$96.41 - $111.94 $964 - $1,119
10 Added 0.25%
3,986 $397 Million
Q1 2024

May 07, 2024

SELL
$87.76 - $106.97 $17,113 - $20,859
-195 Reduced 4.68%
3,976 $425 Million
Q4 2023

Apr 15, 2024

BUY
$89.35 - $102.39 $372,678 - $427,068
4,171 New
4,171 $389 Million

Others Institutions Holding IEO

About ISHARES TR


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