Concurrent Investment Advisors, LLC Ishares Tr Transaction History

Concurrent Investment Advisors, LLC

$5.17 Trillion
Q2 2025

A detailed history of Concurrent Investment Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 400,763 shares of IEFA stock, worth $35 Million. This represents 0.65% of its overall portfolio holdings.

Number of Shares

400,763

Previous 345,968 15.84%

Holding current value

$35 Million

Previous $26.2 Billion 27.83%

% of portfolio

0.65%

Previous 0.64%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 25, 2025	BUY	$67.83 - $84.09 $3.72 Million - $4.61 Million	54,795 Added 15.84%	400,763 $33.5 Billion
Q1 2025 Apr 29, 2025	SELL	$69.57 - $78.65 $5.41 Million - $6.12 Million	-77,753 Reduced 18.35%	345,968 $26.2 Billion
Q4 2024 Feb 03, 2025	SELL	$70.06 - $77.43 $1.83 Million - $2.02 Million	-26,151 Reduced 5.81%	423,721 $29.8 Billion
Q3 2024 Oct 30, 2024	BUY	$70.09 - $78.74 $1.68 Million - $1.89 Million	23,967 Added 5.63%	449,872 $35.1 Billion
Q2 2024 Jul 30, 2024	BUY	$70.77 - $76.19 $4.79 Million - $5.15 Million	67,614 Added 18.87%	425,905 $30.9 Billion
Q1 2024 May 07, 2024	BUY	$68.14 - $74.43 $676,562 - $739,015	9,929 Added 2.85%	358,291 $26.6 Billion
Q4 2023 Apr 15, 2024	BUY	$61.3 - $70.47 $21.4 Million - $24.5 Million	348,362 New	348,362 $24.5 Billion

Others Institutions Holding IEFA

# of Institutions

2,365

Shares Held

1.56B

Call Options Held

108K

Put Options Held

37.6K

View Full List

About ISHARES TR

Ticker IEFA
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Concurrent Investment Advisors, LLC Ishares Tr Transaction History