Concurrent Investment Advisors, LLC Ishares Tr Transaction History
Concurrent Investment Advisors, LLC
- $3.39 Trillion
- Q3 2024
A detailed history of Concurrent Investment Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 3,556 shares of IYY stock, worth $519,496. This represents 0.01% of its overall portfolio holdings.
Number of Shares
3,556
Previous 3,555
0.03%
Holding current value
$519,496
Previous $470 Million
5.53%
% of portfolio
0.01%
Previous 0.02%
Shares
4 transactions
Others Institutions Holding IYY
# of Institutions
254Shares Held
3.48MCall Options Held
6.6KPut Options Held
0-
Morgan Stanley New York, NY469KShares$68.6 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC336KShares$49 Million0.02% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA167KShares$24.5 Million0.01% of portfolio
-
Savant Capital, LLC162KShares$23.6 Million0.19% of portfolio
-
Sharp Financial Services, LLC Horsham, PA133KShares$19.4 Million14.3% of portfolio