Concurrent Investment Advisors, LLC Ishares Barclays Transaction History

Concurrent Investment Advisors, LLC

$5.83 Trillion
Q3 2025

A detailed history of Concurrent Investment Advisors, LLC transactions in Ishares Barclays stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 146,815 shares of IEF stock, worth $14.2 Million. This represents 0.24% of its overall portfolio holdings.

Number of Shares

146,815

Previous 150,703 2.58%

Holding current value

$14.2 Million

Previous $14.4 Billion 1.88%

% of portfolio

0.24%

Previous 0.28%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 27, 2025	SELL	$93.91 - $97.26 $365,122 - $378,146	-3,888 Reduced 2.58%	146,815 $14.2 Billion
Q2 2025 Jul 25, 2025	BUY	$93.15 - $96.56 $9.41 Million - $9.76 Million	101,062 Added 203.59%	150,703 $14.4 Billion
Q1 2025 Apr 29, 2025	BUY	$91.17 - $95.39 $3.13 Million - $3.27 Million	34,280 Added 223.16%	49,641 $4.73 Billion
Q4 2024 Feb 03, 2025	SELL	$92.08 - $98.18 $557,820 - $594,774	-6,058 Reduced 28.28%	15,361 $1.42 Billion
Q3 2024 Oct 30, 2024	BUY	$92.67 - $99.14 $669,170 - $715,889	7,221 Added 50.86%	21,419 $2.1 Billion

Q2 2024 Jul 30, 2024	BUY	$91.24 - $94.6 $127,553 - $132,250	1,398 Added 10.92%	14,198 $1.33 Billion
Q1 2024 May 07, 2024	BUY	$93.54 - $96.82 $209,716 - $217,070	2,242 Added 21.24%	12,800 $1.21 Billion
Q4 2023 Apr 15, 2024	BUY	$88.95 - $97.0 $939,134 - $1.02 Million	10,558 New	10,558 $1.02 Billion

Others Institutions Holding IEF

# of Institutions

1,188

Shares Held

342M

Call Options Held

16.7M

Put Options Held

15.9M

View Full List

About ISHARES BARCLAYS

Ticker IEF
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Concurrent Investment Advisors, LLC Ishares Barclays Transaction History