Concurrent Investment Advisors, LLC Ishares Tr Transaction History
Concurrent Investment Advisors, LLC
- $3.71 Trillion
- Q4 2024
A detailed history of Concurrent Investment Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 3,523 shares of IYY stock, worth $518,409. This represents 0.01% of its overall portfolio holdings.
Number of Shares
3,523
Previous 3,556
0.93%
Holding current value
$518,409
Previous $496 Million
1.55%
% of portfolio
0.01%
Previous 0.01%
Shares
5 transactions
Others Institutions Holding IYY
# of Institutions
276Shares Held
3.71MCall Options Held
5.6KPut Options Held
100-
Morgan Stanley New York, NY469KShares$69.1 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC336KShares$49.4 Million0.02% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA162KShares$23.9 Million0.02% of portfolio
-
Savant Capital, LLC161KShares$23.7 Million0.19% of portfolio
-
Sharp Financial Services, LLC Horsham, PA138KShares$20.2 Million14.95% of portfolio