Concurrent Investment Advisors, LLC Ishares Transaction History

Concurrent Investment Advisors, LLC

  • $5.17 Trillion
  • Q2 2025

A detailed history of Concurrent Investment Advisors, LLC transactions in Ishares stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 13,301 shares of ICLN stock, worth $182,090. This represents 0.0% of its overall portfolio holdings.

Number of Shares
13,301
Previous 18,519 28.18%
Holding current value
$182,090
Previous $211 Million 17.55%
% of portfolio
0.0%
Previous 0.01%

Shares

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

Jul 25, 2025
SELL
$10.56 - $13.31 $55,102 - $69,451
-5,218 Reduced 28.18%
13,301 $174 Million
Q1 2025

Apr 29, 2025
SELL
$10.94 - $11.86 $135,852 - $147,277
-12,418 Reduced 40.14%
18,519 $211 Million
Q4 2024

Feb 03, 2025
SELL
$11.35 - $14.51 $8,194 - $10,476
-722 Reduced 2.28%
30,937 $352 Million
Q3 2024

Oct 30, 2024
SELL
$13.26 - $14.77 $25,976 - $28,934
-1,959 Reduced 5.83%
31,659 $465 Million
Q2 2024

Jul 30, 2024
BUY
$13.02 - $15.08 $137,946 - $159,772
10,595 Added 46.02%
33,618 $448 Million
Q1 2024

May 07, 2024
BUY
$13.42 - $15.39 $308,968 - $354,323
23,023 New
23,023 $322 Million

Others Institutions Holding ICLN

# of Institutions
471
Shares Held
36.1M
Call Options Held
2.32M
Put Options Held
2.44M
View Full List

About ISHARES

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