A detailed history of Concurrent Investment Advisors, LLC transactions in Ishares Tr Tips Bd ETF stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 5,975 shares of TIP stock, worth $668,602. This represents 0.01% of its overall portfolio holdings.

Number of Shares
5,975
Previous 6,748 11.46%
Holding current value
$668,602
Previous $743 Million 10.5%
% of portfolio
0.01%
Previous 0.01%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 27, 2025

SELL
$109.11 - $111.88 $84,342 - $86,483
-773 Reduced 11.46%
5,975 $665 Million
Q2 2025

Jul 25, 2025

SELL
$107.93 - $110.97 $27,522 - $28,297
-255 Reduced 3.64%
6,748 $743 Million
Q1 2025

Apr 29, 2025

BUY
$106.22 - $111.09 $342,771 - $358,487
3,227 Added 85.46%
7,003 $778 Million
Q4 2024

Feb 03, 2025

SELL
$106.33 - $110.69 $154,816 - $161,164
-1,456 Reduced 27.83%
3,776 $402 Million
Q3 2024

Oct 30, 2024

BUY
$105.92 - $110.83 $163,646 - $171,232
1,545 Added 41.9%
5,232 $578 Million
Q2 2024

Jul 30, 2024

SELL
$105.01 - $107.23 $275,126 - $280,942
-2,620 Reduced 41.54%
3,687 $394 Million
Q1 2024

May 07, 2024

SELL
$105.69 - $108.04 $392,532 - $401,260
-3,714 Reduced 37.06%
6,307 $677 Million
Q4 2023

Apr 15, 2024

BUY
$102.12 - $107.97 $1.02 Million - $1.08 Million
10,021 New
10,021 $1.08 Billion

Others Institutions Holding TIP

About ISHARES TR TIPS BD ETF


  • Ticker TIP
  • Sector ETFs
  • Industry ETFs
More about TIP
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