Concurrent Investment Advisors, LLC Ishares Tr Transaction History
Concurrent Investment Advisors, LLC
- $5.17 Trillion
- Q2 2025
A detailed history of Concurrent Investment Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 7,298 shares of IMTB stock, worth $317,244. This represents 0.01% of its overall portfolio holdings.
Number of Shares
7,298
Previous 15,197
51.98%
Holding current value
$317,244
Previous $660 Million
51.72%
% of portfolio
0.01%
Previous 0.02%
Shares
4 transactions
Others Institutions Holding IMTB
# of Institutions
54Shares Held
4.94MCall Options Held
0Put Options Held
0-
Mariner, LLC Overland Park, KS1.17MShares$50.8 Million0.08% of portfolio
-
Octavia Wealth Advisors, LLC581KShares$25.3 Million2.91% of portfolio
-
Fin Trust Capital Advisors, LLC505KShares$22 Million3.9% of portfolio
-
Destination Wealth Management457KShares$19.9 Million0.6% of portfolio
-
Wealth Enhancement Advisory Services, LLC457KShares$19.9 Million0.04% of portfolio