Concurrent Investment Advisors, LLC Ishares Tr Msci Usa Esg Select Transaction History

Concurrent Investment Advisors, LLC

$5.83 Trillion
Q3 2025

A detailed history of Concurrent Investment Advisors, LLC transactions in Ishares Tr Msci Usa Esg Select stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 2,651 shares of SUSA stock, worth $364,008. This represents 0.01% of its overall portfolio holdings.

Number of Shares

2,651

Previous 2,416 9.73%

Holding current value

$364,008

Previous $306 Million 17.46%

% of portfolio

0.01%

Previous 0.01%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 27, 2025	BUY	$126.64 - $135.65 $29,760 - $31,877	235 Added 9.73%	2,651 $360 Million
Q2 2025 Jul 25, 2025	BUY	$101.97 - $126.75 $17,844 - $22,181	175 Added 7.81%	2,416 $306 Million
Q1 2025 Apr 29, 2025	SELL	$113.22 - $126.36 $339 - $379	-3 Reduced 0.13%	2,241 $257 Million
Q4 2024 Feb 03, 2025	SELL	$118.0 - $127.04 $6,844 - $7,368	-58 Reduced 2.52%	2,244 $273 Million
Q3 2024 Oct 30, 2024	SELL	$108.44 - $120.37 $6,181 - $6,861	-57 Reduced 2.42%	2,302 $277 Million

Q2 2024 Jul 30, 2024	BUY	$102.41 - $112.98 $38,506 - $42,480	376 Added 18.96%	2,359 $265 Million
Q1 2024 May 07, 2024	BUY	$98.48 - $109.17 $195,285 - $216,484	1,983 New	1,983 $216 Million

Others Institutions Holding SUSA

# of Institutions

568

Shares Held

17.1M

Call Options Held

Put Options Held

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About ISHARES TR MSCI USA ESG SELECT

Ticker SUSA
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Concurrent Investment Advisors, LLC Ishares Tr Msci Usa Esg Select Transaction History