Concurrent Investment Advisors, LLC Ishares 0 5 Year Investment Gr Transaction History

Concurrent Investment Advisors, LLC

$5.17 Trillion
Q2 2025

A detailed history of Concurrent Investment Advisors, LLC transactions in Ishares 0 5 Year Investment Gr stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 6,257 shares of SLQD stock, worth $315,853. This represents 0.01% of its overall portfolio holdings.

Number of Shares

6,257

Previous 9,246 32.33%

Holding current value

$315,853

Previous $465 Million 31.91%

% of portfolio

0.01%

Previous 0.01%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 25, 2025	SELL	$49.79 - $50.59 $148,822 - $151,213	-2,989 Reduced 32.33%	6,257 $317 Million
Q1 2025 Apr 29, 2025	SELL	$49.6 - $50.28 $11,011 - $11,162	-222 Reduced 2.34%	9,246 $465 Million
Q4 2024 Feb 03, 2025	BUY	$49.58 - $50.28 $9,271 - $9,402	187 Added 2.01%	9,468 $471 Million
Q3 2024 Oct 30, 2024	BUY	$49.07 - $50.44 $18,548 - $19,066	378 Added 4.25%	9,281 $468 Million
Q2 2024 Jul 30, 2024	BUY	$48.75 - $49.28 $31,297 - $31,637	642 Added 7.77%	8,903 $438 Million
Q1 2024 May 07, 2024	SELL	$48.97 - $49.36 $15,376 - $15,499	-314 Reduced 3.66%	8,261 $407 Million
Q4 2023 Apr 15, 2024	BUY	$47.66 - $49.2 $408,684 - $421,890	8,575 New	8,575 $422 Million

Others Institutions Holding SLQD

# of Institutions

258

Shares Held

29.5M

Call Options Held

Put Options Held

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About ISHARES 0-5 YEAR INVESTMENT GR

Ticker SLQD
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Concurrent Investment Advisors, LLC Ishares 0 5 Year Investment Gr Transaction History