Concurrent Investment Advisors, LLC Ishares Tr Transaction History
Concurrent Investment Advisors, LLC
- $2.48 Trillion
- Q1 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 10,626 shares of SHV stock, worth $1.17 Million. This represents 0.05% of its overall portfolio holdings.
Number of Shares
10,626
Previous 10,137
4.82%
Holding current value
$1.17 Million
Previous $1.12 Billion
5.22%
% of portfolio
0.05%
Previous 0.05%
Shares
2 transactions
Others Institutions Holding SHV
# of Institutions
711Shares Held
94.4MCall Options Held
0Put Options Held
0-
Milliman Financial Risk Management LLC Chicago, IL18.2MShares$2 Billion31.24% of portfolio
-
Black Rock Inc. New York, NY8.06MShares$887 Million0.02% of portfolio
-
Morgan Stanley New York, NY5.65MShares$622 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA3.48MShares$384 Million0.09% of portfolio
-
Bank Of America Corp Charlotte, NC3.35MShares$369 Million0.04% of portfolio