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 10,977 shares of SHV stock, worth $1.21 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
10,977
Previous 10,203 7.59%
Holding current value
$1.21 Million
Previous $1.13 Billion 7.08%
% of portfolio
0.03%
Previous 0.03%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 03, 2025
BUY
$109.92 - $110.57 $85,078 - $85,581
774 Added 7.59%
10,977 $1.21 Billion
Q3 2024

Oct 30, 2024
SELL
$110.05 - $110.63 $562,795 - $565,761
-5,114 Reduced 33.39%
10,203 $1.13 Billion
Q2 2024

Jul 30, 2024
BUY
$110.04 - $110.51 $516,197 - $518,402
4,691 Added 44.15%
15,317 $1.69 Billion
Q1 2024

May 07, 2024
BUY
$110.11 - $110.57 $53,843 - $54,068
489 Added 4.82%
10,626 $1.17 Billion
Q4 2023

Apr 15, 2024
BUY
$109.86 - $110.59 $1.11 Million - $1.12 Million
10,137 New
10,137 $1.12 Billion

Others Institutions Holding SHV

# of Institutions
755
Shares Held
105M
Call Options Held
3.8K
Put Options Held
0
View Full List

About ISHARES TR

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