Concurrent Investment Advisors, LLC Ishares Tr Transaction History
Concurrent Investment Advisors, LLC
- $2.48 Trillion
- Q1 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 40,206 shares of IYJ stock, worth $4.79 Million. This represents 0.2% of its overall portfolio holdings.
Number of Shares
40,206
Previous 39,466
1.88%
Holding current value
$4.79 Million
Previous $4.51 Billion
11.98%
% of portfolio
0.2%
Previous 0.21%
Shares
2 transactions
Others Institutions Holding IYJ
# of Institutions
318Shares Held
6.18MCall Options Held
3.6KPut Options Held
9.8K-
Morgan Stanley New York, NY811KShares$96.7 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC744KShares$88.8 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA428KShares$51 Million0.01% of portfolio
-
Ubs Group Ag255KShares$30.4 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC250KShares$29.9 Million0.02% of portfolio