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 7,690 shares of ITB stock, worth $746,775. This represents 0.01% of its overall portfolio holdings.

Number of Shares
7,690
Previous 6,232 23.4%
Holding current value
$746,775
Previous $581 Million 42.04%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 27, 2025
BUY
$94.18 - $117.14 $137,314 - $170,790
1,458 Added 23.4%
7,690 $825 Million
Q2 2025

Jul 25, 2025
SELL
$85.52 - $96.61 $83,125 - $93,904
-972 Reduced 13.49%
6,232 $581 Million
Q1 2025

Apr 29, 2025
SELL
$93.86 - $111.45 $440,391 - $522,923
-4,692 Reduced 39.44%
7,204 $686 Million
Q4 2024

Feb 03, 2025
BUY
$103.31 - $129.34 $843,939 - $1.06 Million
8,169 Added 219.18%
11,896 $1.23 Billion
Q3 2024

Oct 30, 2024
BUY
$97.52 - $128.64 $363,457 - $479,441
3,727 New
3,727 $474 Million

Others Institutions Holding ITB

# of Institutions
445
Shares Held
23.1M
Call Options Held
3.08M
Put Options Held
3.77M
View Full List

About ISHARES TR

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