Concurrent Investment Advisors, LLC Ishares Dj Us Tech ETF Transaction History
Concurrent Investment Advisors, LLC
- $3.71 Trillion
- Q4 2024
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 53,538 shares of IYW stock, worth $8.88 Million. This represents 0.23% of its overall portfolio holdings.
Number of Shares
53,538
Previous 58,556
8.57%
Holding current value
$8.88 Million
Previous $8.88 Billion
3.8%
% of portfolio
0.23%
Previous 0.26%
Shares
5 transactions
Others Institutions Holding IYW
# of Institutions
1,228Shares Held
84.2MCall Options Held
108KPut Options Held
19.4K-
Envestnet Asset Management Inc10.2MShares$1.69 Billion0.54% of portfolio
-
Morgan Stanley New York, NY5.85MShares$971 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.11MShares$848 Million0.34% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ4.34MShares$719 Million13.63% of portfolio
-
Bank Of America Corp Charlotte, NC4.3MShares$713 Million0.06% of portfolio