A detailed history of Concurrent Investment Advisors, LLC transactions in Ishares Trust Ishares 1 5 Year stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 11,288 shares of IGSB stock, worth $589,233. This represents 0.02% of its overall portfolio holdings.

Number of Shares
11,288
Previous 6,835 65.15%
Holding current value
$589,233
Previous $350 Million 65.02%
% of portfolio
0.02%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 30, 2024

BUY
$50.64 - $51.3 $225,499 - $228,438
4,453 Added 65.15%
11,288 $578 Million
Q1 2024

May 07, 2024

SELL
$50.95 - $51.48 $46,517 - $47,001
-913 Reduced 11.78%
6,835 $350 Million
Q4 2023

Apr 15, 2024

BUY
$49.4 - $51.28 $382,751 - $397,317
7,748 New
7,748 $397 Million

Others Institutions Holding IGSB

About ISHARES TRUST ISHARES 1-5 YEAR


  • Ticker IGSB
  • Sector ETFs
  • Industry ETFs
More about IGSB
Track This Portfolio

Track Concurrent Investment Advisors, LLC Portfolio

Follow Concurrent Investment Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Concurrent Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Concurrent Investment Advisors, LLC with notifications on news.