Concurrent Investment Advisors, LLC Ishares U.S. Consumer Discreti Transaction History
Concurrent Investment Advisors, LLC
- $2.48 Trillion
- Q1 2024
A detailed history of Concurrent Investment Advisors, LLC transactions in Ishares U.S. Consumer Discreti stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 59,279 shares of IYC stock, worth $4.92 Million. This represents 0.2% of its overall portfolio holdings.
Number of Shares
59,279
Previous 57,836
2.49%
Holding current value
$4.92 Million
Previous $4.38 Billion
10.88%
% of portfolio
0.2%
Previous 0.21%
Shares
2 transactions
Others Institutions Holding IYC
# of Institutions
231Shares Held
6.37MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY862KShares$71.6 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC700KShares$58.1 Million0.01% of portfolio
-
Ubs Group Ag497KShares$41.3 Million0.01% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ397KShares$33 Million0.82% of portfolio
-
Manufacturers Life Insurance Company, The Toronto, A6395KShares$32.8 Million0.03% of portfolio
About ISHARES U.S. CONSUMER DISCRETI
- Ticker IYC
- Sector ETFs
- Industry Closed-End Fund - Equity