Concurrent Investment Advisors, LLC Ishares Tr Transaction History

Concurrent Investment Advisors, LLC

  • $4.12 Trillion
  • Q1 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 15,245 shares of IYH stock, worth $849,451. This represents 0.02% of its overall portfolio holdings.

Number of Shares
15,245
Previous 5,036 202.72%
Holding current value
$849,451
Previous $293 Million 216.35%
% of portfolio
0.02%
Previous 0.01%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 29, 2025
BUY
$58.32 - $62.76 $595,388 - $640,716
10,209 Added 202.72%
15,245 $928 Million
Q4 2024

Feb 03, 2025
SELL
$57.53 - $65.24 $23,587 - $26,748
-410 Reduced 7.53%
5,036 $293 Million
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
557
Shares Held
24.3M
Call Options Held
8K
Put Options Held
4.5K
View Full List

About ISHARES TR

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