Concurrent Investment Advisors, LLC Ishares Tr Transaction History

Concurrent Investment Advisors, LLC

$5.17 Trillion
Q2 2025

A detailed history of Concurrent Investment Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 26,997 shares of ITA stock, worth $5.35 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares

26,997

Previous 19,673 37.23%

Holding current value

$5.35 Million

Previous $3.01 Billion 69.08%

% of portfolio

0.1%

Previous 0.07%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 25, 2025	BUY	$135.31 - $188.64 $991,010 - $1.38 Million	7,324 Added 37.23%	26,997 $5.09 Billion
Q1 2025 Apr 29, 2025	BUY	$144.84 - $159.5 $1.04 Million - $1.15 Million	7,179 Added 57.46%	19,673 $3.01 Billion
Q4 2024 Feb 03, 2025	BUY	$144.31 - $157.31 $415,901 - $453,367	2,882 Added 29.98%	12,494 $1.82 Billion
Q3 2024 Oct 30, 2024	BUY	$131.58 - $149.64 $225,528 - $256,482	1,714 Added 21.7%	9,612 $1.44 Billion
Q2 2024 Jul 30, 2024	BUY	$127.05 - $137.39 $208,616 - $225,594	1,642 Added 26.25%	7,898 $1.04 Billion
Q1 2024 May 07, 2024	SELL	$119.3 - $131.93 $518,597 - $573,499	-4,347 Reduced 41.0%	6,256 $825 Million
Q4 2023 Apr 15, 2024	BUY	$103.16 - $126.68 $1.09 Million - $1.34 Million	10,603 New	10,603 $1.34 Billion

Others Institutions Holding ITA

# of Institutions

795

Shares Held

19M

Call Options Held

859K

Put Options Held

536K

View Full List

About ISHARES TR

Ticker ITA
Sector ETFs
Industry ETFs

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Concurrent Investment Advisors, LLC Ishares Tr Transaction History