Concurrent Investment Advisors »

iShares S&P NA Nat. Re. Sc. Idx shares owned by Concurrent Investment Advisors

Quarter-by-quarter ownership of iShares S&P NA Nat. Re. Sc. Idx (IGE) shares owned by Concurrent Investment Advisors from 13F filings

Historical chart of Concurrent Investment Advisors investment in iShares S&P NA Nat. Re. Sc. Idx

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P NA Nat. Re. Sc. Idx held by Concurrent Investment Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P NA Nat. Re. Sc. Idx by Concurrent Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-06-30 $417k 9.4k 44.25
2025-03-31 $2.5M 54k 45.47
2024-12-31 $2.1M 49k 42.73
2024-09-30 $2.1M 49k 44.07
2024-06-30 $2.0M 46k 44.00
2024-03-31 $1.8M 41k 44.99

More positions owned by Concurrent Investment Advisors

Apple Put Option (AAPL)
Microsoft Corporation (MSFT)
NVIDIA Corporation Call Option (NVDA)
Ishares Gold Tr Ishares New (IAU)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core S&p500 Etf (IVV)
Broadcom (AVGO)
Meta Platforms Cl A (META)
Alphabet Cap Stk Cl C (GOOG)
JPMorgan Chase & Co. (JPM)
Wal-Mart Stores (WMT)

View all positions for Concurrent Investment Advisors

Top funds holding iShares S&P NA Nat. Re. Sc. Idx

Assetmark
Citizens & Northern Corporation
Goldman Sachs Group
CWM
LPL Financial
Royal Bank of Canada
Advisor Group Holdings
Envestnet Asset Management
Steward Partners Investment Advisory
Wells Fargo & Company
Summit Investment Advisors
Wealthcare Advisory Partners
D.A. Davidson & Co.
Pure Financial Advisors
Pnc Financial Services

View all funds holding iShares S&P NA Nat. Re. Sc. Idx