Concurrent Investment Advisors, LLC Ishares Tr Transaction History
Concurrent Investment Advisors, LLC
- $3.71 Trillion
- Q4 2024
A detailed history of Concurrent Investment Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 5,036 shares of IYH stock, worth $305,131. This represents 0.01% of its overall portfolio holdings.
Number of Shares
5,036
Previous 5,446
7.53%
Holding current value
$305,131
Previous $354 Million
17.11%
% of portfolio
0.01%
Previous 0.01%
Shares
5 transactions
Others Institutions Holding IYH
# of Institutions
551Shares Held
24.3MCall Options Held
5.3KPut Options Held
500-
Morgan Stanley New York, NY2.2MShares$134 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC1.91MShares$116 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.59MShares$96.1 Million0.04% of portfolio
-
Ubs Group Ag1.37MShares$83.1 Million0.02% of portfolio
-
Northwestern Mutual Wealth Management CO1.29MShares$78.4 Million0.06% of portfolio