Concurrent Investment Advisors, LLC Ishares Tr Transaction History

Concurrent Investment Advisors, LLC

  • $4.12 Trillion
  • Q1 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 8,181 shares of DVY stock, worth $1.07 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
8,181
Previous 6,073 34.71%
Holding current value
$1.07 Million
Previous $797 Million 37.78%
% of portfolio
0.03%
Previous 0.02%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,453
Shares Held
69.7M
Call Options Held
1.1M
Put Options Held
62.9K
View Full List

About ISHARES TR

DVY Quotes by TradingView
  • Ticker DVY
  • Sector ETFs
  • Industry ETFs
More about DVY
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