Concurrent Investment Advisors, LLC Ishares Tr Transaction History

Concurrent Investment Advisors, LLC

  • $3.39 Trillion
  • Q3 2024

A detailed history of Concurrent Investment Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 52,525 shares of IYF stock, worth $6.18 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares
52,525
Previous 53,676 2.14%
Holding current value
$6.18 Million
Previous $5.08 Billion 7.51%
% of portfolio
0.16%
Previous 0.17%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 30, 2024
SELL
$93.83 - $105.05 $107,998 - $120,912
-1,151 Reduced 2.14%
52,525 $5.46 Billion
Q2 2024

Jul 30, 2024
SELL
$89.39 - $96.85 $99,401 - $107,697
-1,112 Reduced 2.03%
53,676 $5.08 Billion
Q1 2024

May 07, 2024
BUY
$83.91 - $95.65 $60,247 - $68,676
718 Added 1.33%
54,788 $5.24 Billion
Q4 2023

Apr 15, 2024
BUY
$70.7 - $85.68 $3.82 Million - $4.63 Million
54,070 New
54,070 $4.62 Billion

Others Institutions Holding IYF

# of Institutions
409
Shares Held
18M
Call Options Held
19.7K
Put Options Held
3.9K
View Full List

About ISHARES TR

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