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 1,506 shares of IAK stock, worth $201,246. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,506
Previous 1,704 11.62%
Holding current value
$201,246
Previous $229 Million 11.88%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 27, 2025
SELL
$126.37 - $134.46 $25,021 - $26,623
-198 Reduced 11.62%
1,506 $202 Million
Q2 2025

Jul 25, 2025
BUY
$122.44 - $138.47 $18,488 - $20,908
151 Added 9.72%
1,704 $229 Million
Q1 2025

Apr 29, 2025
SELL
$121.85 - $137.9 $45,450 - $51,436
-373 Reduced 19.37%
1,553 $214 Million
Q4 2024

Feb 03, 2025
SELL
$123.78 - $138.16 $99,642 - $111,218
-805 Reduced 29.48%
1,926 $244 Million
Q3 2024

Oct 30, 2024
BUY
$112.0 - $130.47 $305,872 - $356,313
2,731 New
2,731 $352 Million

Others Institutions Holding IAK

# of Institutions
173
Shares Held
3.55M
Call Options Held
400
Put Options Held
400
View Full List

About ISHARES TR

IAK Quotes by TradingView
  • Ticker IAK
  • Sector ETFs
  • Industry ETFs
More about IAK
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