Concurrent Investment Advisors, LLC Ishares Tr Transaction History

Concurrent Investment Advisors, LLC

$5.83 Trillion
Q3 2025

A detailed history of Concurrent Investment Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 14,893 shares of HYG stock, worth $1.19 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

14,893

Previous 16,470 9.57%

Holding current value

$1.19 Million

Previous $1.33 Billion 8.97%

% of portfolio

0.02%

Previous 0.03%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 27, 2025	SELL	$79.85 - $81.32 $125,923 - $128,241	-1,577 Reduced 9.57%	14,893 $1.21 Billion
Q2 2025 Jul 25, 2025	SELL	$75.75 - $80.65 $4,393 - $4,677	-58 Reduced 0.35%	16,470 $1.33 Billion
Q1 2025 Apr 29, 2025	BUY	$78.51 - $80.11 $110,934 - $113,195	1,413 Added 9.35%	16,528 $1.3 Billion
Q4 2024 Feb 03, 2025	SELL	$78.09 - $80.04 $101,829 - $104,372	-1,304 Reduced 7.94%	15,115 $1.19 Billion
Q3 2024 Oct 30, 2024	SELL	$76.72 - $80.36 $115,617 - $121,102	-1,507 Reduced 8.41%	16,419 $1.32 Billion

Q2 2024 Jul 30, 2024	SELL	$75.68 - $77.45 $365,231 - $373,773	-4,826 Reduced 21.21%	17,926 $1.38 Billion
Q1 2024 May 07, 2024	BUY	$76.57 - $77.9 $450,461 - $458,285	5,883 Added 34.87%	22,752 $1.77 Billion
Q4 2023 Apr 15, 2024	BUY	$71.78 - $77.94 $1.21 Million - $1.31 Million	16,869 New	16,869 $1.31 Billion

Others Institutions Holding HYG

# of Institutions

1,178

Shares Held

276M

Call Options Held

123M

Put Options Held

598M

View Full List

About ISHARES TR

Ticker HYG
Sector ETFs
Industry ETFs

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Concurrent Investment Advisors, LLC Ishares Tr Transaction History