Concurrent Investment Advisors, LLC Ishares Core S&P U.S. Value Et Transaction History
Concurrent Investment Advisors, LLC
- $3.39 Trillion
- Q3 2024
A detailed history of Concurrent Investment Advisors, LLC transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 112,522 shares of IUSV stock, worth $10.9 Million. This represents 0.32% of its overall portfolio holdings.
Number of Shares
112,522
Previous 108,617
3.6%
Holding current value
$10.9 Million
Previous $9.57 Billion
12.25%
% of portfolio
0.32%
Previous 0.31%
Shares
4 transactions
Others Institutions Holding IUSV
# of Institutions
726Shares Held
163MCall Options Held
2.8KPut Options Held
2K-
Bank Of America Corp Charlotte, NC65.6MShares$6.34 Billion0.53% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.4MShares$1.29 Billion0.59% of portfolio
-
Morgan Stanley New York, NY8.63MShares$835 Million0.06% of portfolio
-
Ronald Blue Trust, Inc. Brentwood, TN4.91MShares$475 Million5.88% of portfolio
-
Signaturefd, LLC Atlanta, GA4.31MShares$417 Million7.92% of portfolio