Concurrent Investment Advisors, LLC Ishares Barclays Transaction History

Concurrent Investment Advisors, LLC

$4.12 Trillion
Q1 2025

A detailed history of Concurrent Investment Advisors, LLC transactions in Ishares Barclays stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 49,641 shares of IEF stock, worth $4.66 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares

49,641

Previous 15,361 223.16%

Holding current value

$4.66 Million

Previous $1.42 Billion 233.38%

% of portfolio

0.11%

Previous 0.04%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 29, 2025	BUY	$91.17 - $95.39 $3.13 Million - $3.27 Million	34,280 Added 223.16%	49,641 $4.73 Billion
Q4 2024 Feb 03, 2025	SELL	$92.08 - $98.18 $557,820 - $594,774	-6,058 Reduced 28.28%	15,361 $1.42 Billion
Q3 2024 Oct 30, 2024	BUY	$92.67 - $99.14 $669,170 - $715,889	7,221 Added 50.86%	21,419 $2.1 Billion
Q2 2024 Jul 30, 2024	BUY	$91.24 - $94.6 $127,553 - $132,250	1,398 Added 10.92%	14,198 $1.33 Billion
Q1 2024 May 07, 2024	BUY	$93.54 - $96.82 $209,716 - $217,070	2,242 Added 21.24%	12,800 $1.21 Billion
Q4 2023 Apr 15, 2024	BUY	$88.95 - $97.0 $939,134 - $1.02 Million	10,558 New	10,558 $1.02 Billion

Others Institutions Holding IEF

# of Institutions

1,139

Shares Held

306M

Call Options Held

13M

Put Options Held

7.14M

View Full List

About ISHARES BARCLAYS

Ticker IEF
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Industry ETFs

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Concurrent Investment Advisors, LLC Ishares Barclays Transaction History