Concurrent Investment Advisors, LLC Ishares Barclays 20+ Year Trea Transaction History

Concurrent Investment Advisors, LLC

$3.39 Trillion
Q3 2024

A detailed history of Concurrent Investment Advisors, LLC transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 11,000 shares of TLT stock, worth $965,360. This represents 0.03% of its overall portfolio holdings.

Number of Shares

11,000

Previous 269,541 95.92%

Holding current value

$965,360

Previous $24.7 Billion 95.64%

% of portfolio

0.03%

Previous 0.81%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 30, 2024	BUY	$89.91 - $101.33 $11.3 Million - $12.7 Million	125,728 Added 46.65%	395,269 $38.8 Billion
Q2 2024 Jul 30, 2024	BUY	$87.78 - $94.67 $1.75 Million - $1.88 Million	19,882 Added 7.96%	269,541 $24.7 Billion
Q1 2024 May 07, 2024	BUY	$92.18 - $98.72 $11 Million - $11.8 Million	119,390 Added 91.65%	249,659 $23.6 Billion
Q4 2023 Apr 15, 2024	BUY	$82.77 - $100.51 $10.8 Million - $13.1 Million	130,269 New	130,269 $12.9 Billion

Others Institutions Holding TLT

# of Institutions

1,368

Shares Held

466M

Call Options Held

148M

Put Options Held

145M

View Full List

About ISHARES BARCLAYS 20+ YEAR TREA

Ticker TLT
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Concurrent Investment Advisors, LLC Ishares Barclays 20+ Year Trea Transaction History