A detailed history of Concurrent Investment Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 7,204 shares of ITB stock, worth $663,416. This represents 0.02% of its overall portfolio holdings.

Number of Shares
7,204
Previous 11,896 39.44%
Holding current value
$663,416
Previous $1.23 Billion 44.24%
% of portfolio
0.02%
Previous 0.03%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 29, 2025

SELL
$93.86 - $111.45 $440,391 - $522,923
-4,692 Reduced 39.44%
7,204 $686 Million
Q4 2024

Feb 03, 2025

BUY
$103.31 - $129.34 $843,939 - $1.06 Million
8,169 Added 219.18%
11,896 $1.23 Billion
Q3 2024

Oct 30, 2024

BUY
$97.52 - $128.64 $363,457 - $479,441
3,727 New
3,727 $474 Million

Others Institutions Holding ITB

About ISHARES TR


  • Ticker ITB
  • Sector ETFs
  • Industry ETFs
More about ITB
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