Concurrent Investment Advisors, LLC Ishares U.S. Consumer Staples Transaction History

Concurrent Investment Advisors, LLC

  • $4.12 Trillion
  • Q1 2025

A detailed history of Concurrent Investment Advisors, LLC transactions in Ishares U.S. Consumer Staples stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 7,962 shares of IYK stock, worth $566,814. This represents 0.01% of its overall portfolio holdings.

Number of Shares
7,962
Previous 7,944 0.23%
Holding current value
$566,814
Previous $521 Million 9.37%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Apr 29, 2025
BUY
$63.29 - $71.8 $1,139 - $1,292
18 Added 0.23%
7,962 $570 Million
Q4 2024

Feb 03, 2025
BUY
$65.32 - $70.92 $518,902 - $563,388
7,944 New
7,944 $521 Million

Others Institutions Holding IYK

# of Institutions
274
Shares Held
11.8M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES U.S. CONSUMER STAPLES

IYK Quotes by TradingView
  • Ticker IYK
  • Sector ETFs
  • Industry ETFs
More about IYK
Track This Portfolio

Track Concurrent Investment Advisors, LLC Portfolio

Follow Concurrent Investment Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Concurrent Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Concurrent Investment Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email