Concurrent Investment Advisors, LLC Ishares Core S&P Total U.S. St Transaction History

Concurrent Investment Advisors, LLC

$5.83 Trillion
Q3 2025

A detailed history of Concurrent Investment Advisors, LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 20,861 shares of ITOT stock, worth $3.05 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

20,861

Previous 19,333 7.9%

Holding current value

$3.05 Million

Previous $2.61 Billion 16.38%

% of portfolio

0.05%

Previous 0.05%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 27, 2025	BUY	$135.0 - $146.02 $206,280 - $223,118	1,528 Added 7.9%	20,861 $3.04 Billion
Q2 2025 Jul 25, 2025	BUY	$108.12 - $135.04 $92,658 - $115,729	857 Added 4.64%	19,333 $2.61 Billion
Q1 2025 Apr 29, 2025	BUY	$120.29 - $134.6 $369,651 - $413,625	3,073 Added 19.95%	18,476 $2.25 Billion
Q4 2024 Feb 03, 2025	SELL	$124.26 - $134.12 $344,697 - $372,048	-2,774 Reduced 15.26%	15,403 $1.98 Billion
Q3 2024 Oct 30, 2024	BUY	$113.41 - $125.62 $156,278 - $173,104	1,378 Added 8.2%	18,177 $2.28 Billion

Q2 2024 Jul 30, 2024	BUY	$108.78 - $119.23 $816,829 - $895,298	7,509 Added 80.83%	16,799 $2 Billion
Q1 2024 May 07, 2024	SELL	$103.16 - $115.3 $145,146 - $162,227	-1,407 Reduced 13.15%	9,290 $1.07 Billion
Q4 2023 Apr 15, 2024	BUY	$90.04 - $105.69 $963,157 - $1.13 Million	10,697 New	10,697 $1.13 Billion

Others Institutions Holding ITOT

# of Institutions

1,704

Shares Held

334M

Call Options Held

61.7K

Put Options Held

36K

View Full List

About ISHARES CORE S&P TOTAL U.S. ST

Ticker ITOT
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Concurrent Investment Advisors, LLC Ishares Core S&P Total U.S. St Transaction History