Concurrent Investment Advisors, LLC Ishares Dj Us Tech ETF Transaction History

Concurrent Investment Advisors, LLC

$5.83 Trillion
Q3 2025

A detailed history of Concurrent Investment Advisors, LLC transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 95,213 shares of IYW stock, worth $18.7 Million. This represents 0.32% of its overall portfolio holdings.

Number of Shares

95,213

Previous 114,122 16.57%

Holding current value

$18.7 Million

Previous $19.8 Billion 5.69%

% of portfolio

0.32%

Previous 0.38%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 27, 2025	SELL	$171.38 - $197.01 $3.24 Million - $3.73 Million	-18,909 Reduced 16.57%	95,213 $18.6 Billion
Q2 2025 Jul 25, 2025	BUY	$122.57 - $173.27 $10.7 Million - $15.1 Million	87,290 Added 325.32%	114,122 $19.8 Billion
Q1 2025 Apr 29, 2025	SELL	$140.44 - $166.79 $3.75 Million - $4.45 Million	-26,706 Reduced 49.88%	26,832 $3.77 Billion
Q4 2024 Feb 03, 2025	SELL	$148.14 - $166.23 $743,366 - $834,142	-5,018 Reduced 8.57%	53,538 $8.54 Billion
Q3 2024 Oct 30, 2024	SELL	$133.16 - $158.73 $146,209 - $174,285	-1,098 Reduced 1.84%	58,556 $8.88 Billion
Q2 2024 Jul 30, 2024	BUY	$124.75 - $153.46 $39,421 - $48,493	316 Added 0.53%	59,654 $8.98 Billion
Q1 2024 May 07, 2024	BUY	$117.5 - $136.59 $1.52 Million - $1.76 Million	12,904 Added 27.79%	59,338 $8.01 Billion
Q4 2023 Apr 15, 2024	BUY	$101.31 - $123.31 $4.7 Million - $5.73 Million	46,434 New	46,434 $5.7 Billion

Others Institutions Holding IYW

# of Institutions

1,337

Shares Held

85.3M

Call Options Held

281K

Put Options Held

225K

View Full List

About ISHARES DJ US TECH ETF

Ticker IYW
Sector ETFs
Industry ETFs

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Concurrent Investment Advisors, LLC Ishares Dj Us Tech ETF Transaction History