Concurrent Investment Advisors, LLC Ishares Barclays Transaction History
Concurrent Investment Advisors, LLC
- $3.04 Trillion
- Q2 2024
A detailed history of Concurrent Investment Advisors, LLC transactions in Ishares Barclays stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 14,198 shares of IEF stock, worth $1.37 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
14,198
Previous 12,800
10.92%
Holding current value
$1.37 Million
Previous $1.21 Billion
9.74%
% of portfolio
0.04%
Previous 0.05%
Shares
3 transactions
Others Institutions Holding IEF
# of Institutions
1,004Shares Held
239MCall Options Held
17.4MPut Options Held
14.1M-
Morgan Stanley New York, NY20.4MShares$1.97 Billion0.15% of portfolio
-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa20.4MShares$1.97 Billion0.83% of portfolio
-
Jpmorgan Chase & CO New York, NY20.2MShares$1.95 Billion0.17% of portfolio
-
Envestnet Asset Management Inc12.9MShares$1.25 Billion0.43% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN11.3MShares$1.09 Billion0.29% of portfolio