Concurrent Investment Advisors, LLC Ishares Tr Transaction History
Concurrent Investment Advisors, LLC
- $8.78 Trillion
- Q4 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 48,848 shares of IYG stock, worth $4.29 Million. This represents 0.05% of its overall portfolio holdings.
Number of Shares
48,848Holding current value
$4.29 Million% of portfolio
0.05%Shares
1 transactions
Others Institutions Holding IYG
# of Institutions
294Shares Held
15MCall Options Held
4.9KPut Options Held
10.2K-
River Front Investment Group, LLC Richmond, VA1.44MShares$126 Million2.36% of portfolio
-
Envestnet Asset Management Inc1.32MShares$116 Million0.04% of portfolio
-
Morgan Stanley New York, NY1.08MShares$94.4 Million0.01% of portfolio
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Goldman Sachs Group Inc New York, NY1.05MShares$92.3 Million0.01% of portfolio
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Sagespring Wealth Partners, LLC Franklin, TN576KShares$50.6 Million0.97% of portfolio