Concurrent Investment Advisors, LLC Ishares Tr Transaction History

Concurrent Investment Advisors, LLC

  • $5.17 Trillion
  • Q2 2025

A detailed history of Concurrent Investment Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 5,280 shares of IYE stock, worth $239,817. This represents 0.0% of its overall portfolio holdings.

Number of Shares
5,280
Previous 4,426 19.3%
Holding current value
$239,817
Previous $218 Million 9.43%
% of portfolio
0.0%
Previous 0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 25, 2025
BUY
$40.36 - $49.67 $34,467 - $42,418
854 Added 19.3%
5,280 $239 Million
Q1 2025

Apr 29, 2025
BUY
$45.23 - $49.95 $200,187 - $221,078
4,426 New
4,426 $218 Million

Others Institutions Holding IYE

# of Institutions
316
Shares Held
14.7M
Call Options Held
8.6K
Put Options Held
0
View Full List

About ISHARES TR

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