Concurrent Investment Advisors, LLC Ishares Tr Transaction History

Concurrent Investment Advisors, LLC

  • $4.12 Trillion
  • Q1 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 7,204 shares of ITB stock, worth $646,486. This represents 0.02% of its overall portfolio holdings.

Number of Shares
7,204
Previous 11,896 39.44%
Holding current value
$646,486
Previous $1.23 Billion 44.24%
% of portfolio
0.02%
Previous 0.03%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 29, 2025
SELL
$93.86 - $111.45 $440,391 - $522,923
-4,692 Reduced 39.44%
7,204 $686 Million
Q4 2024

Feb 03, 2025
BUY
$103.31 - $129.34 $843,939 - $1.06 Million
8,169 Added 219.18%
11,896 $1.23 Billion
Q3 2024

Oct 30, 2024
BUY
$97.52 - $128.64 $363,457 - $479,441
3,727 New
3,727 $474 Million

Others Institutions Holding ITB

# of Institutions
393
Shares Held
22.3M
Call Options Held
3.36M
Put Options Held
4.21M
View Full List

About ISHARES TR

ITB Quotes by TradingView
  • Ticker ITB
  • Sector ETFs
  • Industry ETFs
More about ITB
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.

Choose your preferred platform and Sign Up 👇 Telegram Email