Concurrent Investment Advisors, LLC Ishares Barclays 3 7 Yr Treas Transaction History
Concurrent Investment Advisors, LLC
- $2.48 Trillion
- Q1 2024
A detailed history of Concurrent Investment Advisors, LLC transactions in Ishares Barclays 3 7 Yr Treas stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 8,215 shares of IEI stock, worth $951,789. This represents 0.04% of its overall portfolio holdings.
Number of Shares
8,215
Previous 8,500
3.35%
Holding current value
$951,789
Previous $996 Million
4.45%
% of portfolio
0.04%
Previous 0.05%
Shares
2 transactions
Others Institutions Holding IEI
# of Institutions
704Shares Held
86.1MCall Options Held
131KPut Options Held
569K-
Jpmorgan Chase & CO New York, NY9.58MShares$1.11 Billion0.1% of portfolio
-
Bank Of America Corp Charlotte, NC5.16MShares$598 Million0.06% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA4.21MShares$487 Million1.1% of portfolio
-
Envestnet Asset Management Inc3.67MShares$425 Million0.16% of portfolio
-
Morgan Stanley New York, NY3.04MShares$352 Million0.03% of portfolio