Concurrent Investment Advisors, LLC Ishares Tr Transaction History

Concurrent Investment Advisors, LLC

  • $3.71 Trillion
  • Q4 2024

A detailed history of Concurrent Investment Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 12,494 shares of ITA stock, worth $1.95 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
12,494
Previous 9,612 29.98%
Holding current value
$1.95 Million
Previous $1.44 Billion 26.26%
% of portfolio
0.05%
Previous 0.04%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 03, 2025
BUY
$144.31 - $157.31 $415,901 - $453,367
2,882 Added 29.98%
12,494 $1.82 Billion
Q3 2024

Oct 30, 2024
BUY
$131.58 - $149.64 $225,528 - $256,482
1,714 Added 21.7%
9,612 $1.44 Billion
Q2 2024

Jul 30, 2024
BUY
$127.05 - $137.39 $208,616 - $225,594
1,642 Added 26.25%
7,898 $1.04 Billion
Q1 2024

May 07, 2024
SELL
$119.3 - $131.93 $518,597 - $573,499
-4,347 Reduced 41.0%
6,256 $825 Million
Q4 2023

Apr 15, 2024
BUY
$103.16 - $126.68 $1.09 Million - $1.34 Million
10,603 New
10,603 $1.34 Billion

Others Institutions Holding ITA

# of Institutions
733
Shares Held
19.3M
Call Options Held
315K
Put Options Held
178K
View Full List

About ISHARES TR

ITA Quotes by TradingView
  • Ticker ITA
  • Sector ETFs
  • Industry ETFs
More about ITA
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