Concurrent Investment Advisors, LLC Ishares Core S&P U.S Growth Et Transaction History

Concurrent Investment Advisors, LLC

$4.12 Trillion
Q1 2025

A detailed history of Concurrent Investment Advisors, LLC transactions in Ishares Core S&P U.S Growth Et stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 101,842 shares of IUSG stock, worth $13.2 Million. This represents 0.31% of its overall portfolio holdings.

Number of Shares

101,842

Previous 94,282 8.02%

Holding current value

$13.2 Million

Previous $13.1 Billion 1.49%

% of portfolio

0.31%

Previous 0.35%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 29, 2025	BUY	$126.86 - $146.45 $959,061 - $1.11 Million	7,560 Added 8.02%	101,842 $12.9 Billion
Q4 2024 Feb 03, 2025	BUY	$129.96 - $144.97 $247,313 - $275,877	1,903 Added 2.06%	94,282 $13.1 Billion
Q3 2024 Oct 30, 2024	SELL	$116.79 - $133.54 $65,635 - $75,049	-562 Reduced 0.6%	92,379 $12.2 Billion
Q2 2024 Jul 30, 2024	BUY	$109.98 - $128.59 $884,349 - $1.03 Million	8,041 Added 9.47%	92,941 $11.8 Billion
Q1 2024 May 07, 2024	BUY	$100.95 - $117.92 $1.62 Million - $1.89 Million	16,068 Added 23.34%	84,900 $9.95 Billion
Q4 2023 Apr 15, 2024	BUY	$91.06 - $104.51 $6.27 Million - $7.19 Million	68,832 New	68,832 $7.17 Billion

Others Institutions Holding IUSG

# of Institutions

825

Shares Held

118M

Call Options Held

2.7K

Put Options Held

100

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About ISHARES CORE S&P U.S GROWTH ET

Ticker IUSG
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Concurrent Investment Advisors, LLC Ishares Core S&P U.S Growth Et Transaction History