Concurrent Investment Advisors, LLC Ishares Short Term National Mu Transaction History

Concurrent Investment Advisors, LLC

$5.17 Trillion
Q2 2025

A detailed history of Concurrent Investment Advisors, LLC transactions in Ishares Short Term National Mu stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 6,067 shares of SUB stock, worth $646,742. This represents 0.01% of its overall portfolio holdings.

Number of Shares

6,067

Previous 2,771 118.95%

Holding current value

$646,742

Previous $293 Million 120.48%

% of portfolio

0.01%

Previous 0.01%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 25, 2025	BUY	$104.77 - $106.34 $345,321 - $350,496	3,296 Added 118.95%	6,067 $645 Million
Q1 2025 Apr 29, 2025	SELL	$105.3 - $106.24 $200,491 - $202,280	-1,904 Reduced 40.73%	2,771 $293 Million
Q4 2024 Feb 03, 2025	BUY	$104.94 - $106.2 $197,077 - $199,443	1,878 Added 67.14%	4,675 $493 Million
Q3 2024 Oct 30, 2024	BUY	$104.3 - $106.3 $9,595 - $9,779	92 Added 3.4%	2,797 $297 Million
Q2 2024 Jul 30, 2024	SELL	$104.04 - $104.8 $99,254 - $99,979	-954 Reduced 26.07%	2,705 $283 Million
Q1 2024 May 07, 2024	SELL	$104.73 - $105.42 $446,778 - $449,721	-4,266 Reduced 53.83%	3,659 $383 Million
Q4 2023 Apr 15, 2024	BUY	$102.62 - $105.46 $813,263 - $835,770	7,925 New	7,925 $836 Million

Others Institutions Holding SUB

# of Institutions

942

Shares Held

73.5M

Call Options Held

Put Options Held

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About ISHARES SHORT-TERM NATIONAL MU

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Concurrent Investment Advisors, LLC Ishares Short Term National Mu Transaction History