Concurrent Investment Advisors, LLC Ishares Tr Transaction History
Concurrent Investment Advisors, LLC
- $5.83 Trillion
- Q3 2025
A detailed history of Concurrent Investment Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 6,747 shares of IMTB stock, worth $297,880. This represents 0.01% of its overall portfolio holdings.
Number of Shares
6,747
Previous 7,298
7.55%
Holding current value
$297,880
Previous $318 Million
6.33%
% of portfolio
0.01%
Previous 0.01%
Shares
5 transactions
Others Institutions Holding IMTB
# of Institutions
58Shares Held
5.06MCall Options Held
0Put Options Held
0-
Mariner, LLC Overland Park, KS1.17MShares$51.8 Million0.07% of portfolio
-
Octavia Wealth Advisors, LLC618KShares$27.3 Million2.76% of portfolio
-
Fin Trust Capital Advisors, LLC505KShares$22.3 Million3.9% of portfolio
-
Destination Wealth Management472KShares$20.8 Million0.59% of portfolio
-
Wealth Enhancement Advisory Services, LLC428KShares$18.9 Million0.03% of portfolio