Concurrent Investment Advisors, LLC Ishares Core S&P Sm Cap ETF Transaction History

Concurrent Investment Advisors, LLC

$3.71 Trillion
Q4 2024

A detailed history of Concurrent Investment Advisors, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 151,054 shares of IJR stock, worth $16.3 Million. This represents 0.47% of its overall portfolio holdings.

Number of Shares

151,054

Previous 153,390 1.52%

Holding current value

$16.3 Million

Previous $17.9 Billion 2.99%

% of portfolio

0.47%

Previous 0.53%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 03, 2025	SELL	$113.92 - $127.38 $266,117 - $297,559	-2,336 Reduced 1.52%	151,054 $17.4 Billion
Q3 2024 Oct 30, 2024	BUY	$105.53 - $118.34 $2.25 Million - $2.53 Million	21,368 Added 16.19%	153,390 $17.9 Billion
Q2 2024 Jul 30, 2024	BUY	$102.13 - $110.88 $242,150 - $262,896	2,371 Added 1.83%	132,022 $14.1 Billion
Q1 2024 May 07, 2024	BUY	$102.35 - $110.52 $183,104 - $197,720	1,789 Added 1.4%	129,651 $14.3 Billion
Q4 2023 Apr 15, 2024	BUY	$87.61 - $110.11 $11.2 Million - $14.1 Million	127,862 New	127,862 $13.8 Billion

Others Institutions Holding IJR

# of Institutions

2,826

Shares Held

537M

Call Options Held

877K

Put Options Held

272K

View Full List

About ISHARES CORE S&P SM CAP ETF

Ticker IJR
Sector ETFs
Industry ETFs

More about IJR

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Concurrent Investment Advisors, LLC Ishares Core S&P Sm Cap ETF Transaction History