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

Concurrent Investment Advisors, LLC

$5.17 Trillion
Q2 2025

A detailed history of Concurrent Investment Advisors, LLC transactions in Ishares Tr North Amern Nat Res stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 9,429 shares of IGE stock, worth $430,339. This represents 0.01% of its overall portfolio holdings.

Number of Shares

9,429

Previous 54,115 82.58%

Holding current value

$430,339

Previous $2.46 Billion 83.04%

% of portfolio

0.01%

Previous 0.06%

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

Others Institutions Holding IGE

# of Institutions

162

Shares Held

7.75M

Call Options Held

700

Put Options Held

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About ISHARES TR NORTH AMERN NAT RES

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