Concurrent Investment Advisors, LLC Ishares Tr Ishares Core Msci P Transaction History
Concurrent Investment Advisors, LLC
- $5.83 Trillion
- Q3 2025
A detailed history of Concurrent Investment Advisors, LLC transactions in Ishares Tr Ishares Core Msci P stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 7,705 shares of IPAC stock, worth $577,104. This represents 0.01% of its overall portfolio holdings.
Number of Shares
7,705
Previous 7,279
5.85%
Holding current value
$577,104
Previous $500 Million
13.14%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding IPAC
# of Institutions
182Shares Held
19.1MCall Options Held
0Put Options Held
0-
Ronald Blue Trust, Inc. Brentwood, TN6.82MShares$511 Million5.75% of portfolio
-
Jpmorgan Chase & CO New York, NY2.02MShares$151 Million0.01% of portfolio
-
Assetmark, Inc962KShares$72 Million0.15% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA943KShares$70.7 Million0.01% of portfolio
-
Morgan Stanley New York, NY912KShares$68.3 Million0.0% of portfolio