Concurrent Investment Advisors, LLC Ishares Barclays 3 7 Yr Treas Transaction History
Concurrent Investment Advisors, LLC
- $5.83 Trillion
- Q3 2025
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 52,060 shares of IEI stock, worth $6.25 Million. This represents 0.11% of its overall portfolio holdings.
Number of Shares
52,060
Previous 49,408
5.37%
Holding current value
$6.25 Million
Previous $5.88 Billion
5.74%
% of portfolio
0.11%
Previous 0.11%
Shares
8 transactions
Others Institutions Holding IEI
# of Institutions
877Shares Held
111MCall Options Held
1.08MPut Options Held
872K-
Jpmorgan Chase & CO New York, NY12.1MShares$1.45 Billion0.11% of portfolio
-
Bank Of America Corp Charlotte, NC6.79MShares$816 Million0.06% of portfolio
-
Invesco Ltd. Atlanta, GA4.29MShares$515 Million0.09% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA4.02MShares$482 Million0.96% of portfolio
-
Captrust Financial Advisors Raleigh, NC3.65MShares$438 Million1.01% of portfolio