Concurrent Investment Advisors, LLC Ishares Core S&P 500 ETF Transaction History
Concurrent Investment Advisors, LLC
- $3.39 Trillion
- Q3 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 78,818 shares of IVV stock, worth $47.1 Million. This represents 1.34% of its overall portfolio holdings.
Number of Shares
78,818
Previous 83,699
5.83%
Holding current value
$47.1 Million
Previous $45.8 Billion
0.74%
% of portfolio
1.34%
Previous 1.5%
Shares
4 transactions
Others Institutions Holding IVV
# of Institutions
3,444Shares Held
687MCall Options Held
1.45MPut Options Held
1.1M-
Black Rock Inc. New York, NY66.4MShares$39.7 Billion0.84% of portfolio
-
Envestnet Asset Management Inc34.6MShares$20.7 Billion6.62% of portfolio
-
Northwestern Mutual Wealth Management CO29.3MShares$17.5 Billion15.08% of portfolio
-
Bank Of America Corp Charlotte, NC25.2MShares$15.1 Billion1.23% of portfolio
-
Morgan Stanley New York, NY24.9MShares$14.9 Billion1.06% of portfolio