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 16,276 shares of IDV stock, worth $622,068. This represents 0.01% of its overall portfolio holdings.

Number of Shares
16,276
Previous 12,135 34.12%
Holding current value
$622,068
Previous $418 Million 42.16%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 27, 2025
BUY
$34.54 - $37.28 $143,030 - $154,376
4,141 Added 34.12%
16,276 $595 Million
Q2 2025

Jul 25, 2025
BUY
$27.79 - $34.84 $337,231 - $422,783
12,135 New
12,135 $418 Million

Others Institutions Holding IDV

# of Institutions
587
Shares Held
91.6M
Call Options Held
13.5K
Put Options Held
39.4K
View Full List

About ISHARES TR

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