Concurrent Investment Advisors, LLC Ishares Expanded Tech Sector E Transaction History

Concurrent Investment Advisors, LLC

$5.17 Trillion
Q2 2025

A detailed history of Concurrent Investment Advisors, LLC transactions in Ishares Expanded Tech Sector E stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 4,959 shares of IGM stock, worth $571,227. This represents 0.01% of its overall portfolio holdings.

Number of Shares

4,959

Previous 5,522 10.2%

Holding current value

$571,227

Previous $501 Million 11.25%

% of portfolio

0.01%

Previous 0.01%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 25, 2025	SELL	$79.8 - $112.34 $44,927 - $63,247	-563 Reduced 10.2%	4,959 $557 Million
Q1 2025 Apr 29, 2025	SELL	$90.67 - $108.46 $39,532 - $47,288	-436 Reduced 7.32%	5,522 $501 Million
Q4 2024 Feb 03, 2025	BUY	$94.19 - $106.95 $186,684 - $211,974	1,982 Added 49.85%	5,958 $608 Million
Q3 2024 Oct 30, 2024	SELL	$84.03 - $98.62 $40,838 - $47,929	-486 Reduced 10.89%	3,976 $381 Million
Q2 2024 Jul 30, 2024	BUY	$80.02 - $95.38 $81,140 - $96,715	1,014 Added 29.41%	4,462 $421 Million
Q1 2024 May 07, 2024	BUY	$84.27 - $516.87 $244,720 - $1.5 Million	2,904 Added 533.82%	3,448 $297 Million
Q4 2023 Apr 15, 2024	BUY	$365.86 - $450.72 $199,027 - $245,191	544 New	544 $244 Million

Others Institutions Holding IGM

# of Institutions

485

Shares Held

28.2M

Call Options Held

49.7K

Put Options Held

15.7K

View Full List

About ISHARES EXPANDED TECH SECTOR E

Ticker IGM
Sector ETFs
Industry ETFs

More about IGM

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Concurrent Investment Advisors, LLC Ishares Expanded Tech Sector E Transaction History