Concurrent Investment Advisors, LLC Ishares Core S&P Mid Cap ETF Transaction History

Concurrent Investment Advisors, LLC

$5.83 Trillion
Q3 2025

A detailed history of Concurrent Investment Advisors, LLC transactions in Ishares Core S&P Mid Cap ETF stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 499,412 shares of IJH stock, worth $32.1 Million. This represents 0.56% of its overall portfolio holdings.

Number of Shares

499,412

Previous 498,748 0.13%

Holding current value

$32.1 Million

Previous $30.9 Billion 5.36%

% of portfolio

0.56%

Previous 0.6%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 27, 2025	BUY	$62.09 - $66.51 $41,227 - $44,162	664 Added 0.13%	499,412 $32.6 Billion
Q2 2025 Jul 25, 2025	BUY	$51.16 - $62.02 $6.15 Million - $7.46 Million	120,221 Added 31.76%	498,748 $30.9 Billion
Q1 2025 Apr 29, 2025	SELL	$57.21 - $65.8 $1.77 Million - $2.03 Million	-30,905 Reduced 7.55%	378,527 $22.1 Billion
Q4 2024 Feb 03, 2025	SELL	$61.68 - $67.87 $2.51 Million - $2.76 Million	-40,687 Reduced 9.04%	409,432 $25.5 Billion
Q3 2024 Oct 30, 2024	BUY	$57.32 - $62.65 $1.01 Million - $1.1 Million	17,542 Added 4.06%	450,119 $28.1 Billion
Q2 2024 Jul 30, 2024	BUY	$56.43 - $60.79 $753,961 - $812,215	13,361 Added 3.19%	432,577 $25.3 Billion
Q1 2024 May 07, 2024	BUY	$56.98 - $284.98 $19.2 Million - $96.3 Million	337,834 Added 415.12%	419,216 $25.5 Billion
Q4 2023 Apr 15, 2024	BUY	$232.04 - $279.85 $18.9 Million - $22.8 Million	81,382 New	81,382 $22.6 Billion

Others Institutions Holding IJH

# of Institutions

2,733

Shares Held

1.18B

Call Options Held

709K

Put Options Held

118K

View Full List

About ISHARES CORE S&P MID-CAP ETF

Ticker IJH
Sector ETFs
Industry ETFs

More about IJH

Track This Portfolio

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.

Account

Concurrent Investment Advisors, LLC Ishares Core S&P Mid Cap ETF Transaction History