Concurrent Investment Advisors, LLC Ishares S&P 500 Value ETF Transaction History

Concurrent Investment Advisors, LLC

$5.17 Trillion
Q2 2025

A detailed history of Concurrent Investment Advisors, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 55,158 shares of IVE stock, worth $11.1 Million. This represents 0.21% of its overall portfolio holdings.

Number of Shares

55,158

Previous 53,696 2.72%

Holding current value

$11.1 Million

Previous $10.2 Billion 5.33%

% of portfolio

0.21%

Previous 0.25%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 25, 2025	BUY	$168.34 - $195.42 $246,113 - $285,704	1,462 Added 2.72%	55,158 $10.8 Billion
Q1 2025 Apr 29, 2025	SELL	$185.78 - $198.58 $6.64 Million - $7.09 Million	-35,723 Reduced 39.95%	53,696 $10.2 Billion
Q4 2024 Feb 03, 2025	BUY	$189.5 - $206.17 $8.84 Million - $9.62 Million	46,643 Added 109.04%	89,419 $17.1 Billion
Q3 2024 Oct 30, 2024	BUY	$181.06 - $197.17 $377,329 - $410,902	2,084 Added 5.12%	42,776 $8.43 Billion
Q2 2024 Jul 30, 2024	SELL	$176.58 - $186.7 $10.8 Million - $11.4 Million	-61,020 Reduced 59.99%	40,692 $7.41 Billion
Q1 2024 May 07, 2024	BUY	$171.09 - $186.81 $1.56 Million - $1.7 Million	9,120 Added 9.85%	101,712 $19 Billion
Q4 2023 Apr 15, 2024	BUY	$147.64 - $174.21 $13.7 Million - $16.1 Million	92,592 New	92,592 $16.1 Billion

Others Institutions Holding IVE

# of Institutions

1,708

Shares Held

161M

Call Options Held

124K

Put Options Held

51.5K

View Full List

About ISHARES S&P 500 VALUE ETF

Ticker IVE
Sector ETFs
Industry ETFs

More about IVE

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Concurrent Investment Advisors, LLC Ishares S&P 500 Value ETF Transaction History