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Ishares Tr s^p aggr all shares owned by Concurrent Investment Advisors

Quarter-by-quarter ownership of Ishares Tr s^p aggr all (AOA) shares owned by Concurrent Investment Advisors from 13F filings

Historical chart of Concurrent Investment Advisors investment in Ishares Tr s^p aggr all

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr s^p aggr all held by Concurrent Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr s^p aggr all by Concurrent Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.0M 11k 88.14
2025-06-30 $946k 11k 83.40
2024-12-31 $308k 4.0k 76.61
2024-09-30 $319k 4.0k 78.91
2024-06-30 $256k 3.4k 74.78