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 $558,613. This represents 0.01% of its overall portfolio holdings.
Number of Shares
7,962
Previous 7,944
0.23%
Holding current value
$558,613
Previous $521 Million
9.37%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding IYK
# of Institutions
263Shares Held
9.99MCall Options Held
0Put Options Held
0-
Pgim Custom Harvest LLC Newark, NJ1.47MShares$103 Million1.9% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN738KShares$51.8 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC716KShares$50.2 Million0.02% of portfolio
-
Morgan Stanley New York, NY686KShares$48.1 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC574KShares$40.2 Million0.0% of portfolio