Concurrent Investment Advisors, LLC Ishares Core Total Usd Bond Ma Transaction History
Concurrent Investment Advisors, LLC
- $3.39 Trillion
- Q3 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 97,534 shares of IUSB stock, worth $4.48 Million. This represents 0.14% of its overall portfolio holdings.
Number of Shares
97,534
Previous 86,956
12.16%
Holding current value
$4.48 Million
Previous $3.93 Billion
16.88%
% of portfolio
0.14%
Previous 0.13%
Shares
4 transactions
Others Institutions Holding IUSB
# of Institutions
685Shares Held
630MCall Options Held
800Put Options Held
900-
Envestnet Asset Management Inc131MShares$6.03 Billion2.11% of portfolio
-
Black Rock Inc. New York, NY59.9MShares$2.75 Billion0.06% of portfolio
-
Jones Financial Companies Lllp52MShares$2.39 Billion2.72% of portfolio
-
Wells Fargo & Company San Francisco, CA40.1MShares$1.84 Billion0.45% of portfolio
-
Lpl Financial LLC Fort Mill, SC32.7MShares$1.5 Billion0.75% of portfolio