Concurrent Investment Advisors, LLC Ishares Trust Ishares Esg Awar Transaction History

Concurrent Investment Advisors, LLC

$5.17 Trillion
Q2 2025

A detailed history of Concurrent Investment Advisors, LLC transactions in Ishares Trust Ishares Esg Awar stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 8,911 shares of ESGU stock, worth $1.29 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

8,911

Previous 6,974 27.77%

Holding current value

$1.29 Million

Previous $850 Million 41.8%

% of portfolio

0.02%

Previous 0.02%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 25, 2025	BUY	$108.06 - $135.3 $209,312 - $262,076	1,937 Added 27.77%	8,911 $1.21 Billion
Q1 2025 Apr 29, 2025	SELL	$120.24 - $134.3 $9,619 - $10,744	-80 Reduced 1.13%	6,974 $850 Million
Q4 2024 Feb 03, 2025	SELL	$124.61 - $133.96 $96,323 - $103,551	-773 Reduced 9.88%	7,054 $909 Million
Q3 2024 Oct 30, 2024	BUY	$113.45 - $126.18 $8,395 - $9,337	74 Added 0.95%	7,827 $988 Million
Q2 2024 Jul 30, 2024	SELL	$108.69 - $119.84 $24,455 - $26,964	-225 Reduced 2.82%	7,753 $925 Million
Q1 2024 May 07, 2024	SELL	$102.91 - $114.96 $167,949 - $187,614	-1,632 Reduced 16.98%	7,978 $917 Million
Q4 2023 Apr 15, 2024	BUY	$89.99 - $105.25 $864,803 - $1.01 Million	9,610 New	9,610 $1.01 Billion

Others Institutions Holding ESGU

# of Institutions

880

Shares Held

94.8M

Call Options Held

Put Options Held

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About ISHARES TRUST ISHARES ESG AWAR

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Concurrent Investment Advisors, LLC Ishares Trust Ishares Esg Awar Transaction History