Concurrent Investment Advisors, LLC Ishares Core S&P U.S. Value Et Transaction History

Concurrent Investment Advisors, LLC

$3.39 Trillion
Q3 2024

A detailed history of Concurrent Investment Advisors, LLC transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 112,522 shares of IUSV stock, worth $10.7 Million. This represents 0.32% of its overall portfolio holdings.

Number of Shares

112,522

Previous 108,617 3.6%

Holding current value

$10.7 Million

Previous $9.57 Billion 12.25%

% of portfolio

0.32%

Previous 0.31%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 30, 2024	BUY	$87.56 - $95.49 $341,921 - $372,888	3,905 Added 3.6%	112,522 $10.7 Billion
Q2 2024 Jul 30, 2024	BUY	$85.39 - $90.42 $757,665 - $802,296	8,873 Added 8.9%	108,617 $9.57 Billion
Q1 2024 May 07, 2024	BUY	$82.87 - $90.44 $57,511 - $62,765	694 Added 0.7%	99,744 $9.02 Billion
Q4 2023 Apr 15, 2024	BUY	$71.48 - $84.61 $7.08 Million - $8.38 Million	99,050 New	99,050 $8.35 Billion

Others Institutions Holding IUSV

# of Institutions

736

Shares Held

163M

Call Options Held

2.8K

Put Options Held

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About ISHARES CORE S&P U.S. VALUE ET

Ticker IUSV
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Concurrent Investment Advisors, LLC Ishares Core S&P U.S. Value Et Transaction History