Concurrent Investment Advisors, LLC Ishares Core S&P U.S. Value Et Put Options Transaction History
Concurrent Investment Advisors, LLC
- $5.83 Trillion
- Q3 2025
Put Options
0 transactions
| Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
|---|
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
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Lpl Financial LLC Fort Mill, SC15.2MShares$1.5 Billion0.51% of portfolio
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Morgan Stanley New York, NY9.02MShares$893 Million0.06% of portfolio
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Jones Financial Companies Lllp5.7MShares$565 Million0.41% of portfolio
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Envestnet Asset Management Inc5.25MShares$520 Million0.15% of portfolio