Concurrent Investment Advisors, LLC Ishares Core S&P U.S. Value 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. Value Et stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 141,992 shares of IUSV stock, worth $14.1 Million. This represents 0.24% of its overall portfolio holdings.
Number of Shares
141,992
Previous 127,763
11.14%
Holding current value
$14.1 Million
Previous $12.1 Billion
17.39%
% of portfolio
0.24%
Previous 0.23%
Shares
8 transactions
Others Institutions Holding IUSV
# of Institutions
821Shares Held
183MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC74.4MShares$7.37 Billion0.53% of portfolio
-
Lpl Financial LLC Fort Mill, SC15.2MShares$1.5 Billion0.51% of portfolio
-
Morgan Stanley New York, NY9.02MShares$893 Million0.06% of portfolio
-
Jones Financial Companies Lllp5.7MShares$565 Million0.41% of portfolio
-
Envestnet Asset Management Inc5.25MShares$520 Million0.15% of portfolio