Concurrent Investment Advisors, LLC Ishares Barclays 3 7 Yr Treas Transaction History
Concurrent Investment Advisors, LLC
- $3.39 Trillion
- Q3 2024
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
Others Institutions Holding IEI
# of Institutions
731Shares Held
85.4MCall Options Held
144KPut Options Held
1.79M-
Jpmorgan Chase & CO New York, NY9.4MShares$1.1 Billion0.1% of portfolio
-
Bank Of America Corp Charlotte, NC5.69MShares$664 Million0.06% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA4.25MShares$496 Million1.09% of portfolio
-
Envestnet Asset Management Inc3.83MShares$447 Million0.16% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA3.77MShares$441 Million0.08% of portfolio