A detailed history of Concurrent Investment Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 4,975 shares of IEO stock, worth $499,141. This represents 0.01% of its overall portfolio holdings.

Number of Shares
4,975
Previous 3,986 24.81%
Holding current value
$499,141
Previous $397 Million 14.7%
% of portfolio
0.01%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 30, 2024

BUY
$88.52 - $101.16 $87,546 - $100,047
989 Added 24.81%
4,975 $455 Million
Q2 2024

Jul 30, 2024

BUY
$96.41 - $111.94 $964 - $1,119
10 Added 0.25%
3,986 $397 Million
Q1 2024

May 07, 2024

SELL
$87.76 - $106.97 $17,113 - $20,859
-195 Reduced 4.68%
3,976 $425 Million
Q4 2023

Apr 15, 2024

BUY
$89.35 - $102.39 $372,678 - $427,068
4,171 New
4,171 $389 Million

Others Institutions Holding IEO

About ISHARES TR


  • Ticker IEO
  • Sector ETFs
  • Industry ETFs
More about IEO
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