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 5,446 shares of IYH stock, worth $330,898. This represents 0.01% of its overall portfolio holdings.

Number of Shares
5,446
Previous 5,260 3.54%
Holding current value
$330,898
Previous $322 Million 9.84%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 30, 2024
BUY
$60.29 - $66.38 $11,213 - $12,346
186 Added 3.54%
5,446 $354 Million
Q2 2024

Jul 30, 2024
SELL
$58.05 - $61.75 $81,211 - $86,388
-1,399 Reduced 21.01%
5,260 $322 Million
Q1 2024

May 07, 2024
BUY
$60.83 - $309.78 $327,934 - $1.67 Million
5,391 Added 425.16%
6,659 $412 Million
Q4 2023

Apr 15, 2024
BUY
$257.23 - $286.28 $326,167 - $363,003
1,268 New
1,268 $363 Million

Others Institutions Holding IYH

# of Institutions
550
Shares Held
23.5M
Call Options Held
26K
Put Options Held
500
View Full List

About ISHARES TR

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