Concurrent Investment Advisors, LLC Ishares Barclays 1 3 Year Trea Transaction History

Concurrent Investment Advisors, LLC

$4.12 Trillion
Q1 2025

A detailed history of Concurrent Investment Advisors, LLC transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 20,748 shares of SHY stock, worth $1.71 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

20,748

Previous 21,207 2.16%

Holding current value

$1.71 Million

Previous $1.74 Billion 1.27%

% of portfolio

0.04%

Previous 0.05%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 29, 2025	SELL	$81.83 - $82.73 $37,559 - $37,973	-459 Reduced 2.16%	20,748 $1.72 Billion
Q4 2024 Feb 03, 2025	SELL	$81.68 - $82.93 $534,187 - $542,362	-6,540 Reduced 23.57%	21,207 $1.74 Billion
Q3 2024 Oct 30, 2024	SELL	$81.31 - $83.29 $97,572 - $99,948	-1,200 Reduced 4.15%	27,747 $2.31 Billion
Q2 2024 Jul 30, 2024	SELL	$81.05 - $81.66 $363,266 - $366,000	-4,482 Reduced 13.41%	28,947 $2.36 Billion
Q1 2024 May 07, 2024	BUY	$81.49 - $82.34 $672,781 - $679,799	8,256 Added 32.8%	33,429 $2.73 Billion
Q4 2023 Apr 15, 2024	BUY	$80.62 - $82.04 $2.03 Million - $2.07 Million	25,173 New	25,173 $2.07 Billion

Others Institutions Holding SHY

# of Institutions

1,320

Shares Held

234M

Call Options Held

32.3K

Put Options Held

9.6K

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About ISHARES BARCLAYS 1-3 YEAR TREA

Ticker SHY
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Concurrent Investment Advisors, LLC Ishares Barclays 1 3 Year Trea Transaction History