A detailed history of Concurrent Investment Advisors, LLC transactions in Ishares Tr Fallen Angels Usd B stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 27,085 shares of FALN stock, worth $747,275. This represents 0.01% of its overall portfolio holdings.

Number of Shares
27,085
Previous 23,993 12.89%
Holding current value
$747,275
Previous $643 Million 14.36%
% of portfolio
0.01%
Previous 0.02%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 25, 2025

BUY
$25.27 - $27.14 $78,134 - $83,916
3,092 Added 12.89%
27,085 $735 Million
Q1 2025

Apr 29, 2025

BUY
$26.64 - $27.14 $329,989 - $336,183
12,387 Added 106.73%
23,993 $643 Million
Q4 2024

Feb 03, 2025

BUY
$26.55 - $27.32 $79,676 - $81,987
3,001 Added 34.88%
11,606 $310 Million
Q3 2024

Oct 30, 2024

BUY
$26.01 - $27.41 $223,816 - $235,863
8,605 New
8,605 $235 Million

Others Institutions Holding FALN

About ISHARES TR FALLEN ANGELS USD B


  • Ticker FALN
  • Sector ETFs
  • Industry ETFs
More about FALN
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