Concurrent Investment Advisors, LLC Ishares U.S. Consumer Discreti Transaction History

Concurrent Investment Advisors, LLC

$5.83 Trillion
Q3 2025

A detailed history of Concurrent Investment Advisors, LLC transactions in Ishares U.S. Consumer Discreti stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 5,224 shares of IYC stock, worth $538,333. This represents 0.01% of its overall portfolio holdings.

Number of Shares

5,224

Previous 5,723 8.72%

Holding current value

$538,333

Previous $570 Million 3.99%

% of portfolio

0.01%

Previous 0.01%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 27, 2025	SELL	$98.12 - $105.85 $48,961 - $52,819	-499 Reduced 8.72%	5,224 $548 Million
Q2 2025 Jul 25, 2025	BUY	$79.19 - $99.64 $103,422 - $130,129	1,306 Added 29.57%	5,723 $570 Million
Q1 2025 Apr 29, 2025	BUY	$85.71 - $101.2 $378,581 - $447,000	4,417 New	4,417 $390 Million
Q1 2024 May 07, 2024	BUY	$73.41 - $82.04 $105,930 - $118,383	1,443 Added 2.49%	59,279 $4.86 Billion
Q4 2023 Apr 15, 2024	BUY	$63.1 - $76.8 $3.65 Million - $4.44 Million	57,836 New	57,836 $4.38 Billion

Others Institutions Holding IYC

# of Institutions

283

Shares Held

11.5M

Call Options Held

Put Options Held

View Full List

About ISHARES U.S. CONSUMER DISCRETI

Ticker IYC
Sector ETFs
Industry Closed-End Fund - Equity

More about IYC

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Concurrent Investment Advisors, LLC Ishares U.S. Consumer Discreti Transaction History