A detailed history of Concurrent Investment Advisors, LLC transactions in Ishares Trust Ishares 1 5 Year stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 16,473 shares of IGSB stock, worth $853,630. This represents 0.03% of its overall portfolio holdings.

Number of Shares
16,473
Previous 11,288 45.93%
Holding current value
$853,630
Previous $578 Million 49.98%
% of portfolio
0.03%
Previous 0.02%

Shares

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

Oct 30, 2024

BUY
$51.02 - $52.74 $264,538 - $273,456
5,185 Added 45.93%
16,473 $867 Million
Q2 2024

Jul 30, 2024

BUY
$50.64 - $51.3 $225,499 - $228,438
4,453 Added 65.15%
11,288 $578 Million
Q1 2024

May 07, 2024

SELL
$50.95 - $51.48 $46,517 - $47,001
-913 Reduced 11.78%
6,835 $350 Million
Q4 2023

Apr 15, 2024

BUY
$49.4 - $51.28 $382,751 - $397,317
7,748 New
7,748 $397 Million

Others Institutions Holding IGSB

About ISHARES TRUST ISHARES 1-5 YEAR


  • Ticker IGSB
  • Sector ETFs
  • Industry ETFs
More about IGSB
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