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 1,894 shares of IYJ stock, worth $271,220. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,894
Previous 1,970 3.86%
Holding current value
$271,220
Previous $256 Million 5.12%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Jul 25, 2025
SELL
$115.07 - $142.31 $8,745 - $10,815
-76 Reduced 3.86%
1,894 $270 Million
Q1 2025

Apr 29, 2025
BUY
$127.48 - $142.0 $251,135 - $279,740
1,970 New
1,970 $256 Million
Q2 2024

Jul 30, 2024
BUY
$119.1 - $125.05 $37,397 - $39,265
314 Added 0.78%
40,520 $4.84 Billion
Q1 2024

May 07, 2024
BUY
$111.23 - $125.71 $82,310 - $93,025
740 Added 1.88%
40,206 $5.05 Billion
Q4 2023

Apr 15, 2024
BUY
$95.31 - $114.66 $3.76 Million - $4.53 Million
39,466 New
39,466 $4.51 Billion

Others Institutions Holding IYJ

# of Institutions
356
Shares Held
7.11M
Call Options Held
10.2K
Put Options Held
15K
View Full List

About ISHARES TR

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