Concurrent Investment Advisors, LLC Ishares Core Total Usd Bond Ma Transaction History
Concurrent Investment Advisors, LLC
- $3.71 Trillion
- Q4 2024
A detailed history of Concurrent Investment Advisors, LLC transactions in Ishares Core Total Usd Bond Ma stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 84,097 shares of IUSB stock, worth $3.86 Million. This represents 0.1% of its overall portfolio holdings.
Number of Shares
84,097
Previous 97,534
13.78%
Holding current value
$3.86 Million
Previous $4.6 Billion
17.29%
% of portfolio
0.1%
Previous 0.14%
Shares
5 transactions
Others Institutions Holding IUSB
# of Institutions
770Shares Held
700MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc141MShares$6.48 Billion2.12% of portfolio
-
Jones Financial Companies Lllp60.5MShares$2.78 Billion2.61% of portfolio
-
Black Rock Inc. New York, NY59.9MShares$2.75 Billion0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC44.6MShares$2.05 Billion0.85% of portfolio
-
Wells Fargo & Company San Francisco, CA42.5MShares$1.95 Billion0.44% of portfolio