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

Concurrent Investment Advisors, LLC

$5.83 Trillion
Q3 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 105,677 shares of IUSG stock, worth $17.4 Million. This represents 0.3% of its overall portfolio holdings.

Number of Shares

105,677

Previous 102,024 3.58%

Holding current value

$17.4 Million

Previous $15.3 Billion 13.32%

% of portfolio

0.3%

Previous 0.3%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 27, 2025	BUY	$148.97 - $165.88 $544,187 - $605,959	3,653 Added 3.58%	105,677 $17.4 Billion
Q2 2025 Jul 25, 2025	BUY	$113.67 - $150.4 $20,687 - $27,372	182 Added 0.18%	102,024 $15.3 Billion
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

905

Shares Held

121M

Call Options Held

3.8K

Put Options Held

3.6K

View Full List

About ISHARES CORE S&P U.S GROWTH ET

Ticker IUSG
Sector ETFs
Industry ETFs

More about IUSG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Concurrent Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Concurrent Investment Advisors, LLC with notifications on news.

Account

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