Concurrent Investment Advisors, LLC Ishares Tr Transaction History

Concurrent Investment Advisors, LLC

$5.17 Trillion
Q2 2025

A detailed history of Concurrent Investment Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 3,354 shares of IYY stock, worth $521,479. This represents 0.01% of its overall portfolio holdings.

Number of Shares

3,354

Previous 3,462 3.12%

Holding current value

$521,479

Previous $471 Million 7.39%

% of portfolio

0.01%

Previous 0.01%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 25, 2025	SELL	$120.9 - $150.87 $13,057 - $16,293	-108 Reduced 3.12%	3,354 $506 Million
Q1 2025 Apr 29, 2025	SELL	$134.05 - $149.75 $8,177 - $9,134	-61 Reduced 1.73%	3,462 $471 Million
Q4 2024 Feb 03, 2025	SELL	$138.14 - $149.13 $4,558 - $4,921	-33 Reduced 0.93%	3,523 $504 Million
Q3 2024 Oct 30, 2024	BUY	$125.77 - $139.59 $125 - $139	1 Added 0.03%	3,556 $496 Million
Q2 2024 Jul 30, 2024	BUY	$120.85 - $132.7 $69,972 - $76,833	579 Added 19.46%	3,555 $470 Million
Q1 2024 May 07, 2024	BUY	$114.26 - $128.09 $108,089 - $121,173	946 Added 46.6%	2,976 $381 Million
Q4 2023 Apr 15, 2024	BUY	$99.95 - $116.88 $202,898 - $237,266	2,030 New	2,030 $237 Million

Others Institutions Holding IYY

# of Institutions

280

Shares Held

3.65M

Call Options Held

5.7K

Put Options Held

View Full List

About ISHARES TR

Ticker IYY
Sector ETFs
Industry ETFs

More about IYY

Track This Portfolio

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.

Account

Concurrent Investment Advisors, LLC Ishares Tr Transaction History