Concord Asset Management, Llc/Va Ishares Tr Transaction History

Concord Asset Management, Llc/Va

$551 Billion
Q3 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Jul 25, 2025	BUY	$27.79 - $34.84 $1.12 Million - $1.4 Million	40,240 New	40,240 $1.39 Billion

Others Institutions Holding IDV

# of Institutions

588

Shares Held

91.8M

Call Options Held

13.5K

Put Options Held

39.4K

Bank Of America Corp Charlotte, NC

12.7M
Shares

$484 Million
0.03% of portfolio
Morgan Stanley New York, NY

7.31M
Shares

$279 Million
0.02% of portfolio
Wells Fargo & Company San Francisco, CA

3.99M
Shares

$153 Million
0.03% of portfolio
Ameriprise Financial Inc Minneapolis, MN

3.95M
Shares

$151 Million
0.03% of portfolio
Envestnet Asset Management Inc

3.62M
Shares

$139 Million
0.04% of portfolio

About ISHARES TR

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