Concurrent Investment Advisors, LLC Ishares Trust Ishares Esg Awar Transaction History

Concurrent Investment Advisors, LLC

  • $5.83 Trillion
  • Q3 2025

A detailed history of Concurrent Investment Advisors, LLC transactions in Ishares Trust Ishares Esg Awar stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 9,122 shares of ESGU stock, worth $1.34 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
9,122
Previous 8,911 2.37%
Holding current value
$1.34 Million
Previous $1.21 Billion 10.17%
% of portfolio
0.02%
Previous 0.02%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 27, 2025
BUY
$134.94 - $145.86 $28,472 - $30,776
211 Added 2.37%
9,122 $1.33 Billion
Q2 2025

Jul 25, 2025
BUY
$108.06 - $135.3 $209,312 - $262,076
1,937 Added 27.77%
8,911 $1.21 Billion
Q1 2025

Apr 29, 2025
SELL
$120.24 - $134.3 $9,619 - $10,744
-80 Reduced 1.13%
6,974 $850 Million
Q4 2024

Feb 03, 2025
SELL
$124.61 - $133.96 $96,323 - $103,551
-773 Reduced 9.88%
7,054 $909 Million
Q3 2024

Oct 30, 2024
BUY
$113.45 - $126.18 $8,395 - $9,337
74 Added 0.95%
7,827 $988 Million
Q2 2024

Jul 30, 2024
SELL
$108.69 - $119.84 $24,455 - $26,964
-225 Reduced 2.82%
7,753 $925 Million
Q1 2024

May 07, 2024
SELL
$102.91 - $114.96 $167,949 - $187,614
-1,632 Reduced 16.98%
7,978 $917 Million
Q4 2023

Apr 15, 2024
BUY
$89.99 - $105.25 $864,803 - $1.01 Million
9,610 New
9,610 $1.01 Billion

Others Institutions Holding ESGU

# of Institutions
891
Shares Held
95.8M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TRUST ISHARES ESG AWAR

ESGU Quotes by TradingView
  • Ticker ESGU
  • Sector ETFs
  • Industry ETFs
More about ESGU
Track This Portfolio

Track Concurrent Investment Advisors, LLC Portfolio

Follow Concurrent Investment Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Concurrent Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Concurrent Investment Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email