Concurrent Investment Advisors, LLC Ishares Tr Transaction History

Concurrent Investment Advisors, LLC

  • $2.48 Trillion
  • Q1 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 6,256 shares of ITA stock, worth $828,294. This represents 0.03% of its overall portfolio holdings.

Number of Shares
6,256
Previous 10,603 41.0%
Holding current value
$828,294
Previous $1.34 Billion 38.52%
% of portfolio
0.03%
Previous 0.06%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
648
Shares Held
24.7M
Call Options Held
673K
Put Options Held
275K
View Full List

About ISHARES TR

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