Concurrent Investment Advisors, LLC Ishares Tr U.S. Transportation Transaction History
Concurrent Investment Advisors, LLC
- $5.17 Trillion
- Q2 2025
A detailed history of Concurrent Investment Advisors, LLC transactions in Ishares Tr U.S. Transportation stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 3,120 shares of IYT stock, worth $222,268. This represents 0.0% of its overall portfolio holdings.
Number of Shares
3,120
Previous 3,147
0.86%
Holding current value
$222,268
Previous $202 Million
6.1%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding IYT
# of Institutions
202Shares Held
5.28MCall Options Held
357KPut Options Held
496K-
Morgan Stanley New York, NY1.2MShares$85.8 Million0.01% of portfolio
-
Goldman Sachs Group Inc New York, NY543KShares$38.7 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC285KShares$20.3 Million0.0% of portfolio
-
First Financial Bankshares Inc Abilene, TX272KShares$19.4 Million0.38% of portfolio
-
Ubs Group Ag252KShares$17.9 Million0.0% of portfolio