Concurrent Investment Advisors, LLC Ishares S&P Smallcap 600 Value Transaction History

Concurrent Investment Advisors, LLC

$4.12 Trillion
Q1 2025

A detailed history of Concurrent Investment Advisors, LLC transactions in Ishares S&P Smallcap 600 Value stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 55,401 shares of IJS stock, worth $5.09 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares

55,401

Previous 51,264 8.07%

Holding current value

$5.09 Million

Previous $5.57 Billion 3.0%

% of portfolio

0.13%

Previous 0.15%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 29, 2025	BUY	$96.3 - $112.23 $398,393 - $464,295	4,137 Added 8.07%	55,401 $5.4 Billion
Q4 2024 Feb 03, 2025	BUY	$104.59 - $118.05 $66,205 - $74,725	633 Added 1.25%	51,264 $5.57 Billion
Q3 2024 Oct 30, 2024	BUY	$95.81 - $109.03 $112,001 - $127,456	1,169 Added 2.36%	50,631 $5.45 Billion
Q2 2024 Jul 30, 2024	BUY	$94.12 - $102.13 $377,891 - $410,051	4,015 Added 8.83%	49,462 $4.81 Billion
Q1 2024 May 07, 2024	BUY	$95.88 - $102.78 $2.89 Million - $3.1 Million	30,168 Added 197.45%	45,447 $4.67 Billion
Q4 2023 Apr 15, 2024	BUY	$82.1 - $104.53 $1.25 Million - $1.6 Million	15,279 New	15,279 $1.57 Billion

Others Institutions Holding IJS

# of Institutions

903

Shares Held

42.3M

Call Options Held

23.2K

Put Options Held

7.5K

View Full List

About ISHARES S&P SMALLCAP 600 VALUE

Ticker IJS
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Concurrent Investment Advisors, LLC Ishares S&P Smallcap 600 Value Transaction History