Concurrent Investment Advisors, LLC Ishares Tr Transaction History

Concurrent Investment Advisors, LLC

  • $4.12 Trillion
  • Q1 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 3,462 shares of IYY stock, worth $497,420. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,462
Previous 3,523 1.73%
Holding current value
$497,420
Previous $504 Million 6.51%
% of portfolio
0.01%
Previous 0.01%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
276
Shares Held
3.64M
Call Options Held
5.7K
Put Options Held
0
View Full List

About ISHARES TR

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