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

Concurrent Investment Advisors, LLC

  • $3.71 Trillion
  • Q4 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 93,374 shares of IVV stock, worth $54 Million. This represents 1.48% of its overall portfolio holdings.

Number of Shares
93,374
Previous 78,818 18.47%
Holding current value
$54 Million
Previous $45.5 Billion 20.9%
% of portfolio
1.48%
Previous 1.34%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 03, 2025
BUY
$570.51 - $610.59 $8.3 Million - $8.89 Million
14,556 Added 18.47%
93,374 $55 Billion
Q3 2024

Oct 30, 2024
SELL
$520.18 - $576.82 $2.54 Million - $2.82 Million
-4,881 Reduced 5.83%
78,818 $45.5 Billion
Q2 2024

Jul 30, 2024
BUY
$497.53 - $549.64 $1.73 Million - $1.91 Million
3,481 Added 4.34%
83,699 $45.8 Billion
Q1 2024

May 07, 2024
BUY
$469.56 - $525.73 $4.06 Million - $4.55 Million
8,647 Added 12.08%
80,218 $42.2 Billion
Q4 2023

Apr 15, 2024
BUY
$412.55 - $479.0 $29.5 Million - $34.3 Million
71,571 New
71,571 $34.2 Billion

Others Institutions Holding IVV

# of Institutions
3,859
Shares Held
761M
Call Options Held
1.94M
Put Options Held
2.31M
View Full List

About ISHARES CORE S&P 500 ETF

IVV Quotes by TradingView
  • Ticker IVV
  • Sector ETFs
  • Industry ETFs
More about IVV
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