Concurrent Investment Advisors, LLC Ishares Core S&P 500 ETF Transaction History

Concurrent Investment Advisors, LLC

$5.83 Trillion
Q3 2025

A detailed history of Concurrent Investment Advisors, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 98,049 shares of IVV stock, worth $66.2 Million. This represents 1.13% of its overall portfolio holdings.

Number of Shares

98,049

Previous 88,909 10.28%

Holding current value

$66.2 Million

Previous $55.2 Billion 18.88%

% of portfolio

1.13%

Previous 1.07%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 27, 2025	BUY	$620.67 - $670.08 $5.67 Million - $6.12 Million	9,140 Added 10.28%	98,049 $65.6 Billion
Q2 2025 Jul 25, 2025	BUY	$498.8 - $620.9 $2.04 Million - $2.54 Million	4,085 Added 4.82%	88,909 $55.2 Billion
Q1 2025 Apr 29, 2025	SELL	$554.06 - $615.85 $4.74 Million - $5.27 Million	-8,550 Reduced 9.16%	84,824 $47.7 Billion
Q4 2024 Feb 03, 2025	BUY	$570.51 - $610.59 $8.3 Million - $8.89 Million	14,556 Added 18.47%	93,374 $55 Billion
Q3 2024 Oct 30, 2024	SELL	$520.18 - $576.82 $2.54 Million - $2.82 Million	-4,881 Reduced 5.83%	78,818 $45.5 Billion

Q2 2024 Jul 30, 2024	BUY	$497.53 - $549.64 $1.73 Million - $1.91 Million	3,481 Added 4.34%	83,699 $45.8 Billion
Q1 2024 May 07, 2024	BUY	$469.56 - $525.73 $4.06 Million - $4.55 Million	8,647 Added 12.08%	80,218 $42.2 Billion
Q4 2023 Apr 15, 2024	BUY	$412.55 - $479.0 $29.5 Million - $34.3 Million	71,571 New	71,571 $34.2 Billion

Others Institutions Holding IVV

# of Institutions

4,157

Shares Held

795M

Call Options Held

3.41M

Put Options Held

2.27M

View Full List

About ISHARES CORE S&P 500 ETF

Ticker IVV
Sector ETFs
Industry ETFs

More about IVV

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Concurrent Investment Advisors, LLC Ishares Core S&P 500 ETF Transaction History