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 $545,662. This represents 0.01% of its overall portfolio holdings.

Number of Shares

3,354

Previous 3,462 3.12%

Holding current value

$545,662

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

288

Shares Held

3.69M

Call Options Held

4.5K

Put Options Held

100

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About ISHARES TR

Ticker IYY
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Concurrent Investment Advisors, LLC Ishares Tr Transaction History