Concurrent Investment Advisors, LLC Ishares U.S. Consumer Staples 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 Staples stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 9,031 shares of IYK stock, worth $613,656. This represents 0.01% of its overall portfolio holdings.

Number of Shares
9,031
Previous 8,895 1.53%
Holding current value
$613,656
Previous $627 Million 1.48%
% of portfolio
0.01%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 27, 2025
BUY
$67.65 - $71.68 $9,200 - $9,748
136 Added 1.53%
9,031 $618 Million
Q2 2025

Jul 25, 2025
BUY
$67.29 - $72.42 $62,781 - $67,567
933 Added 11.72%
8,895 $627 Million
Q1 2025

Apr 29, 2025
BUY
$63.29 - $71.8 $1,139 - $1,292
18 Added 0.23%
7,962 $570 Million
Q4 2024

Feb 03, 2025
BUY
$65.32 - $70.92 $518,902 - $563,388
7,944 New
7,944 $521 Million

Others Institutions Holding IYK

# of Institutions
276
Shares Held
10.6M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES U.S. CONSUMER STAPLES

IYK Quotes by TradingView
  • Ticker IYK
  • Sector ETFs
  • Industry ETFs
More about IYK
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