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 19,591 shares of MBB stock, worth $1.83 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

19,591

Previous 17,362 12.84%

Holding current value

$1.83 Million

Previous $1.59 Billion 15.42%

% of portfolio

0.04%

Previous 0.04%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 29, 2025	BUY	$90.37 - $94.08 $201,434 - $209,704	2,229 Added 12.84%	19,591 $1.84 Billion
Q4 2024 Feb 03, 2025	SELL	$91.26 - $95.82 $54,025 - $56,725	-592 Reduced 3.3%	17,362 $1.59 Billion
Q3 2024 Oct 30, 2024	BUY	$90.85 - $96.66 $42,972 - $45,720	473 Added 2.71%	17,954 $1.72 Billion
Q2 2024 Jul 30, 2024	SELL	$89.41 - $92.64 $2.08 Million - $2.15 Million	-23,261 Reduced 57.09%	17,481 $1.6 Billion
Q1 2024 May 07, 2024	BUY	$91.2 - $93.98 $1.34 Million - $1.38 Million	14,712 Added 56.52%	40,742 $3.77 Billion
Q4 2023 Apr 15, 2024	BUY	$85.82 - $94.55 $2.23 Million - $2.46 Million	26,030 New	26,030 $2.45 Billion

Others Institutions Holding MBB

# of Institutions

1,050

Shares Held

350M

Call Options Held

615K

Put Options Held

48K

View Full List

About ISHARES TR

Ticker MBB
Sector ETFs
Industry ETFs

More about MBB

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