Concurrent Investment Advisors, LLC IVV Holdings History
Concurrent Investment Advisors, LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, Concurrent Investment Advisors, LLC held 84,824.00 shares of iShares Core S&P 500 ETF(IVV), totaling $47.66 Mil. This investment constitutes 1.16% of their stock portfolio, and Concurrent Investment Advisors, LLC now holds 0.01% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2023Q4. And since then Concurrent Investment Advisors, LLC has made 3 purchases of IVV, at an average price of $476.44, for a total of 98,255.00 shares. In addition, there have been 2 sales at an average price of $577.97 for 13,431.00 shares. Based on historical transaction data and IVV's current price of $630.67, Concurrent Investment Advisors, LLC's estimated gain on his IVV holdings is $14.45 Mil, reflecting a 30.86% gain to date.
Concurrent Investment Advisors, LLC IVV ($630.67) Holding Chart
Concurrent Investment Advisors, LLC IVV ($630.67) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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