A detailed history of Concurrent Investment Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 3,555 shares of IYY stock, worth $492,296. This represents 0.02% of its overall portfolio holdings.

Number of Shares
3,555
Previous 2,976 19.46%
Holding current value
$492,296
Previous $381 Million 23.42%
% of portfolio
0.02%
Previous 0.02%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 30, 2024

BUY
$120.85 - $132.7 $69,972 - $76,833
579 Added 19.46%
3,555 $470 Million
Q1 2024

May 07, 2024

BUY
$114.26 - $128.09 $108,089 - $121,173
946 Added 46.6%
2,976 $381 Million
Q4 2023

Apr 15, 2024

BUY
$99.95 - $116.88 $202,898 - $237,266
2,030 New
2,030 $237 Million

Others Institutions Holding IYY

About ISHARES TR


  • Ticker IYY
  • Sector ETFs
  • Industry ETFs
More about IYY
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