Concurrent Investment Advisors, LLC Ishares Core Total Usd Bond Ma Transaction History

Concurrent Investment Advisors, LLC

$5.17 Trillion
Q2 2025

A detailed history of Concurrent Investment Advisors, LLC transactions in Ishares Core Total Usd Bond Ma stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 95,253 shares of IUSB stock, worth $4.48 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares

95,253

Previous 83,352 14.28%

Holding current value

$4.48 Million

Previous $3.84 Billion 14.65%

% of portfolio

0.09%

Previous 0.09%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 25, 2025	BUY	$45.12 - $46.23 $536,973 - $550,183	11,901 Added 14.28%	95,253 $4.4 Billion
Q1 2025 Apr 29, 2025	SELL	$44.72 - $46.25 $33,316 - $34,456	-745 Reduced 0.89%	83,352 $3.84 Billion
Q4 2024 Feb 03, 2025	SELL	$45.07 - $47.1 $605,605 - $632,882	-13,437 Reduced 13.78%	84,097 $3.8 Billion
Q3 2024 Oct 30, 2024	BUY	$44.83 - $47.42 $474,211 - $501,608	10,578 Added 12.16%	97,534 $4.6 Billion
Q2 2024 Jul 30, 2024	BUY	$44.3 - $45.58 $505,595 - $520,204	11,413 Added 15.11%	86,956 $3.93 Billion
Q1 2024 May 07, 2024	BUY	$45.02 - $46.27 $1.43 Million - $1.47 Million	31,828 Added 72.81%	75,543 $3.44 Billion
Q4 2023 Apr 15, 2024	BUY	$42.6 - $46.25 $1.86 Million - $2.02 Million	43,715 New	43,715 $2.01 Billion

Others Institutions Holding IUSB

# of Institutions

821

Shares Held

694M

Call Options Held

Put Options Held

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Concurrent Investment Advisors, LLC Ishares Core Total Usd Bond Ma Transaction History