Concurrent Investment Advisors, LLC Ishares Tr Us Telecommunicatio Transaction History

Concurrent Investment Advisors, LLC

$5.83 Trillion
Q3 2025

A detailed history of Concurrent Investment Advisors, LLC transactions in Ishares Tr Us Telecommunicatio stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 53,080 shares of IYZ stock, worth $1.74 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

53,080

Previous 51,233 3.61%

Holding current value

$1.74 Million

Previous $1.53 Billion 12.23%

% of portfolio

0.03%

Previous 0.03%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 27, 2025	BUY	$29.27 - $32.3 $54,061 - $59,658	1,847 Added 3.61%	53,080 $1.71 Billion
Q2 2025 Jul 25, 2025	BUY	$24.53 - $29.78 $466 - $565	19 Added 0.04%	51,233 $1.53 Billion
Q1 2025 Apr 29, 2025	BUY	$26.51 - $28.57 $2,571 - $2,771	97 Added 0.19%	51,214 $1.4 Billion
Q4 2024 Feb 03, 2025	BUY	$25.22 - $28.15 $65,899 - $73,555	2,613 Added 5.39%	51,117 $1.37 Billion
Q3 2024 Oct 30, 2024	BUY	$21.65 - $25.28 $46,937 - $54,807	2,168 Added 4.68%	48,504 $1.23 Billion
Q2 2024 Jul 30, 2024	BUY	$20.47 - $21.85 $89,249 - $95,266	4,360 Added 10.39%	46,336 $1.01 Billion
Q1 2024 May 07, 2024	BUY	$21.62 - $23.92 $189,045 - $209,156	8,744 Added 26.31%	41,976 $923 Million
Q4 2023 Apr 15, 2024	BUY	$19.9 - $22.82 $661,316 - $758,354	33,232 New	33,232 $756 Million

Others Institutions Holding IYZ

# of Institutions

173

Shares Held

14.4M

Call Options Held

205K

Put Options Held

View Full List

About ISHARES TR US TELECOMMUNICATIO

Ticker IYZ
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Concurrent Investment Advisors, LLC Ishares Tr Us Telecommunicatio Transaction History