Concurrent Investment Advisors, LLC Ishares Tr Edge Msci Intl Valu Transaction History

Concurrent Investment Advisors, LLC

$5.17 Trillion
Q2 2025

A detailed history of Concurrent Investment Advisors, LLC transactions in Ishares Tr Edge Msci Intl Valu stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 283,153 shares of IVLU stock, worth $9.6 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares

283,153

Previous 304,720 7.08%

Holding current value

$9.6 Million

Previous $9.24 Billion 0.83%

% of portfolio

0.18%

Previous 0.22%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 25, 2025	SELL	$26.69 - $33.44 $575,623 - $721,200	-21,567 Reduced 7.08%	283,153 $9.31 Billion
Q1 2025 Apr 29, 2025	BUY	$26.71 - $31.58 $5.62 Million - $6.65 Million	210,586 Added 223.71%	304,720 $9.24 Billion
Q4 2024 Feb 03, 2025	BUY	$26.65 - $29.34 $581,316 - $639,993	21,813 Added 30.16%	94,134 $2.55 Billion
Q3 2024 Oct 30, 2024	SELL	$26.43 - $29.86 $605,061 - $683,584	-22,893 Reduced 24.04%	72,321 $2.14 Billion
Q2 2024 Jul 30, 2024	BUY	$27.14 - $29.24 $56,776 - $61,170	2,092 Added 2.25%	95,214 $2.61 Billion
Q1 2024 May 07, 2024	SELL	$25.93 - $28.27 $189,237 - $206,314	-7,298 Reduced 7.27%	93,122 $2.63 Billion
Q4 2023 Apr 15, 2024	BUY	$23.94 - $26.72 $2.4 Million - $2.68 Million	100,420 New	100,420 $2.66 Billion

Others Institutions Holding IVLU

# of Institutions

294

Shares Held

56.4M

Call Options Held

Put Options Held

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About ISHARES TR EDGE MSCI INTL VALU

Ticker IVLU
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Concurrent Investment Advisors, LLC Ishares Tr Edge Msci Intl Valu Transaction History