A detailed history of Concurrent Investment Advisors, LLC transactions in Ishares Barclays 3 7 Yr Treas stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 10,611 shares of IEI stock, worth $1.24 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
10,611
Previous 10,230 3.72%
Holding current value
$1.24 Million
Previous $1.18 Billion 7.44%
% of portfolio
0.04%
Previous 0.04%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 30, 2024

BUY
$114.73 - $120.23 $43,712 - $45,807
381 Added 3.72%
10,611 $1.27 Billion
Q2 2024

Jul 30, 2024

BUY
$113.43 - $115.88 $228,561 - $233,498
2,015 Added 24.53%
10,230 $1.18 Billion
Q1 2024

May 07, 2024

SELL
$114.97 - $117.54 $32,766 - $33,498
-285 Reduced 3.35%
8,215 $951 Million
Q4 2023

Apr 15, 2024

BUY
$111.61 - $117.37 $948,685 - $997,645
8,500 New
8,500 $996 Million

Others Institutions Holding IEI

About ISHARES BARCLAYS 3-7 YR TREAS


  • Ticker IEI
  • Sector ETFs
  • Industry ETFs
More about IEI
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