Concurrent Investment Advisors, LLC Ishares Biotechnology ETF Transaction History

Concurrent Investment Advisors, LLC

$5.83 Trillion
Q3 2025

A detailed history of Concurrent Investment Advisors, LLC transactions in Ishares Biotechnology ETF stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 3,923 shares of IBB stock, worth $644,117. This represents 0.01% of its overall portfolio holdings.

Number of Shares

3,923

Previous 4,000 1.93%

Holding current value

$644,117

Previous $506 Million 11.91%

% of portfolio

0.01%

Previous 0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 27, 2025	SELL	$127.63 - $144.37 $9,827 - $11,116	-77 Reduced 1.93%	3,923 $566 Million
Q2 2025 Jul 25, 2025	SELL	$112.02 - $129.0 $58,586 - $67,467	-523 Reduced 11.56%	4,000 $506 Million
Q1 2025 Apr 29, 2025	BUY	$127.9 - $140.56 $47,962 - $52,710	375 Added 9.04%	4,523 $579 Million
Q4 2024 Feb 03, 2025	BUY	$131.21 - $148.85 $57,207 - $64,898	436 Added 11.75%	4,148 $548 Million
Q3 2024 Oct 30, 2024	BUY	$135.09 - $149.47 $16,616 - $18,384	123 Added 3.43%	3,712 $541 Million

Q2 2024 Jul 30, 2024	BUY	$124.64 - $139.96 $78,523 - $88,174	630 Added 21.29%	3,589 $493 Million
Q1 2024 May 07, 2024	SELL	$132.3 - $140.89 $8,731 - $9,298	-66 Reduced 2.18%	2,959 $406 Million
Q4 2023 Apr 15, 2024	BUY	$112.41 - $137.03 $340,040 - $414,515	3,025 New	3,025 $411 Million

Others Institutions Holding IBB

# of Institutions

963

Shares Held

31.6M

Call Options Held

3.52M

Put Options Held

2.74M

View Full List

About ISHARES BIOTECHNOLOGY ETF

Ticker IBB
Sector ETFs
Industry ETFs

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Concurrent Investment Advisors, LLC Ishares Biotechnology ETF Transaction History