Concurrent Investment Advisors, LLC Ishares Tr Transaction History

Concurrent Investment Advisors, LLC

$5.83 Trillion
Q3 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 7,395 shares of DVY stock, worth $1.04 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

7,395

Previous 7,369 0.35%

Holding current value

$1.04 Million

Previous $979 Million 7.38%

% of portfolio

0.02%

Previous 0.02%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 27, 2025	BUY	$133.88 - $142.57 $3,480 - $3,706	26 Added 0.35%	7,395 $1.05 Billion
Q2 2025 Jul 25, 2025	SELL	$118.37 - $134.86 $96,116 - $109,506	-812 Reduced 9.93%	7,369 $979 Million
Q1 2025 Apr 29, 2025	BUY	$128.58 - $138.1 $271,046 - $291,114	2,108 Added 34.71%	8,181 $1.1 Billion
Q4 2024 Feb 03, 2025	BUY	$129.55 - $143.41 $114,263 - $126,487	882 Added 16.99%	6,073 $797 Million
Q3 2024 Oct 30, 2024	BUY	$119.99 - $135.74 $28,437 - $32,170	237 Added 4.78%	5,191 $701 Million
Q2 2024 Jul 30, 2024	BUY	$115.73 - $125.75 $89,690 - $97,456	775 Added 18.55%	4,954 $599 Million
Q1 2024 May 07, 2024	BUY	$113.31 - $123.18 $44,190 - $48,040	390 Added 10.29%	4,179 $515 Million
Q4 2023 Apr 15, 2024	BUY	$102.97 - $119.06 $390,153 - $451,118	3,789 New	3,789 $444 Million

Others Institutions Holding DVY

# of Institutions

1,483

Shares Held

70.7M

Call Options Held

1.12M

Put Options Held

114K

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About ISHARES TR

Ticker DVY
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Concurrent Investment Advisors, LLC Ishares Tr Transaction History