Concurrent Investment Advisors, LLC Ishares Dj Us Tech ETF Transaction History

Concurrent Investment Advisors, LLC

  • $5.83 Trillion
  • Q3 2025

A detailed history of Concurrent Investment Advisors, LLC transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 95,213 shares of IYW stock, worth $19 Million. This represents 0.32% of its overall portfolio holdings.

Number of Shares
95,213
Previous 114,122 16.57%
Holding current value
$19 Million
Previous $19.8 Billion 5.69%
% of portfolio
0.32%
Previous 0.38%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 27, 2025
SELL
$171.38 - $197.01 $3.24 Million - $3.73 Million
-18,909 Reduced 16.57%
95,213 $18.6 Billion
Q2 2025

Jul 25, 2025
BUY
$122.57 - $173.27 $10.7 Million - $15.1 Million
87,290 Added 325.32%
114,122 $19.8 Billion
Q1 2025

Apr 29, 2025
SELL
$140.44 - $166.79 $3.75 Million - $4.45 Million
-26,706 Reduced 49.88%
26,832 $3.77 Billion
Q4 2024

Feb 03, 2025
SELL
$148.14 - $166.23 $743,366 - $834,142
-5,018 Reduced 8.57%
53,538 $8.54 Billion
Q3 2024

Oct 30, 2024
SELL
$133.16 - $158.73 $146,209 - $174,285
-1,098 Reduced 1.84%
58,556 $8.88 Billion
Q2 2024

Jul 30, 2024
BUY
$124.75 - $153.46 $39,421 - $48,493
316 Added 0.53%
59,654 $8.98 Billion
Q1 2024

May 07, 2024
BUY
$117.5 - $136.59 $1.52 Million - $1.76 Million
12,904 Added 27.79%
59,338 $8.01 Billion
Q4 2023

Apr 15, 2024
BUY
$101.31 - $123.31 $4.7 Million - $5.73 Million
46,434 New
46,434 $5.7 Billion

Others Institutions Holding IYW

# of Institutions
1,364
Shares Held
67.3M
Call Options Held
103K
Put Options Held
183K
View Full List

About ISHARES DJ US TECH ETF

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