Concurrent Investment Advisors, LLC Ishares Short Term National Mu Transaction History

Concurrent Investment Advisors, LLC

  • $3.71 Trillion
  • Q4 2024

A detailed history of Concurrent Investment Advisors, LLC transactions in Ishares Short Term National Mu stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 4,675 shares of SUB stock, worth $494,802. This represents 0.01% of its overall portfolio holdings.

Number of Shares
4,675
Previous 2,797 67.14%
Holding current value
$494,802
Previous $297 Million 66.03%
% of portfolio
0.01%
Previous 0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 03, 2025
BUY
$104.94 - $106.2 $197,077 - $199,443
1,878 Added 67.14%
4,675 $493 Million
Q3 2024

Oct 30, 2024
BUY
$104.3 - $106.3 $9,595 - $9,779
92 Added 3.4%
2,797 $297 Million
Q2 2024

Jul 30, 2024
SELL
$104.04 - $104.8 $99,254 - $99,979
-954 Reduced 26.07%
2,705 $283 Million
Q1 2024

May 07, 2024
SELL
$104.73 - $105.42 $446,778 - $449,721
-4,266 Reduced 53.83%
3,659 $383 Million
Q4 2023

Apr 15, 2024
BUY
$102.62 - $105.46 $813,263 - $835,770
7,925 New
7,925 $836 Million

Others Institutions Holding SUB

# of Institutions
895
Shares Held
71.5M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES SHORT-TERM NATIONAL MU

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  • Ticker SUB
  • Sector ETFs
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