Concurrent Investment Advisors, LLC Ishares Tr North Amern Nat Res Transaction History

Concurrent Investment Advisors, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 25, 2025	SELL	$38.21 - $46.01 $1.71 Million - $2.06 Million	-44,686 Reduced 82.58%	9,429 $417 Million
Q1 2025 Apr 29, 2025	BUY	$42.6 - $46.27 $213,766 - $232,182	5,018 Added 10.22%	54,115 $2.46 Billion
Q4 2024 Feb 03, 2025	BUY	$41.52 - $48.01 $16,234 - $18,771	391 Added 0.8%	49,097 $2.1 Billion
Q3 2024 Oct 30, 2024	BUY	$42.07 - $45.59 $130,669 - $141,602	3,106 Added 6.81%	48,706 $2.15 Billion
Q2 2024 Jul 30, 2024	BUY	$42.73 - $46.5 $192,755 - $209,761	4,511 Added 10.98%	45,600 $2.01 Billion
Q1 2024 May 07, 2024	BUY	$38.73 - $44.99 $1.59 Million - $1.85 Million	41,089 New	41,089 $1.85 Billion

156

7.68M

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