Concurrent Investment Advisors, LLC Ishares Core S&P 500 ETF Transaction History
Concurrent Investment Advisors, LLC
- $3.04 Trillion
- Q2 2024
A detailed history of Concurrent Investment Advisors, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 83,699 shares of IVV stock, worth $48 Million. This represents 1.5% of its overall portfolio holdings.
Number of Shares
83,699
Previous 80,218
4.34%
Holding current value
$48 Million
Previous $42.2 Billion
8.61%
% of portfolio
1.5%
Previous 1.7%
Shares
3 transactions
Others Institutions Holding IVV
# of Institutions
3,325Shares Held
659MCall Options Held
715KPut Options Held
951K-
Black Rock Inc. New York, NY66.4MShares$38.1 Billion0.84% of portfolio
-
Envestnet Asset Management Inc36MShares$20.7 Billion7.01% of portfolio
-
Northwestern Mutual Wealth Management CO28.4MShares$16.3 Billion15.33% of portfolio
-
Marshall Wace, LLP London, X022.5MShares$12.9 Billion17.06% of portfolio
-
Morgan Stanley New York, NY21.8MShares$12.5 Billion0.94% of portfolio