Concurrent Investment Advisors, LLC Ishares Expanded Tech Software Transaction History

Concurrent Investment Advisors, LLC

$5.83 Trillion
Q3 2025

A detailed history of Concurrent Investment Advisors, LLC transactions in Ishares Expanded Tech Software stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 3,470 shares of IGV stock, worth $391,416. This represents 0.01% of its overall portfolio holdings.

Number of Shares

3,470

Previous 34,308 89.89%

Holding current value

$391,416

Previous $3.76 Billion 89.38%

% of portfolio

0.01%

Previous 0.07%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 27, 2025	SELL	$105.96 - $117.79 $3.27 Million - $3.63 Million	-30,838 Reduced 89.89%	3,470 $399 Million
Q2 2025 Jul 25, 2025	BUY	$80.15 - $109.5 $54,902 - $75,007	685 Added 2.04%	34,308 $3.76 Billion
Q1 2025 Apr 29, 2025	BUY	$88.3 - $107.83 $1.92 Million - $2.34 Million	21,694 Added 181.86%	33,623 $2.99 Billion
Q4 2024 Feb 03, 2025	BUY	$87.5 - $110.17 $799,400 - $1.01 Million	9,136 Added 327.1%	11,929 $1.19 Billion
Q3 2024 Oct 30, 2024	BUY	$77.94 - $89.37 $21,277 - $24,398	273 Added 10.83%	2,793 $250 Million
Q1 2024 May 07, 2024	BUY	$83.56 - $442.01 $65,009 - $343,883	778 Added 44.66%	2,520 $215 Million
Q4 2023 Apr 15, 2024	BUY	$329.19 - $408.79 $573,448 - $712,112	1,742 New	1,742 $707 Million

Others Institutions Holding IGV

# of Institutions

772

Shares Held

72.9M

Call Options Held

4.86M

Put Options Held

3.33M

View Full List

About ISHARES EXPANDED TECH-SOFTWARE

Ticker IGV
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Concurrent Investment Advisors, LLC Ishares Expanded Tech Software Transaction History