Concurrent Investment Advisors, LLC Ishares Tr U.S. Transportation Transaction History
Concurrent Investment Advisors, LLC
- $5.83 Trillion
- Q3 2025
A detailed history of Concurrent Investment Advisors, LLC transactions in Ishares Tr U.S. Transportation stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 3,092 shares of IYT stock, worth $219,037. This represents 0.0% of its overall portfolio holdings.
Number of Shares
3,092
Previous 3,120
0.9%
Holding current value
$219,037
Previous $214 Million
3.7%
% of portfolio
0.0%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding IYT
# of Institutions
203Shares Held
4.9MCall Options Held
151KPut Options Held
171K-
Morgan Stanley New York, NY911KShares$64.5 Million0.0% of portfolio
-
Goldman Sachs Group Inc New York, NY529KShares$37.4 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA333KShares$23.6 Million0.0% of portfolio
-
First Financial Bankshares Inc Abilene, TX276KShares$19.5 Million0.42% of portfolio
-
Bank Of America Corp Charlotte, NC255KShares$18.1 Million0.0% of portfolio