Concurrent Investment Advisors, LLC's ownership history for IVV

Concurrent Investment Advisors, LLC currently holds 98.0K shares with a market value of $65.6M. It started holding IVV on 2024-09-30. At its peak, it held 98.0K shares on 2025-09-30. Its highest holding value was $65.6M on 2025-09-30. At its lowest, it held 78.8K shares on 2024-09-30, with a value of $45.5M on 2024-09-30. In the recent 180 days, Concurrent Investment Advisors, LLC has increased its shares by 13.2K. In the recent year, Concurrent Investment Advisors, LLC has increased its shares by 19.2K.