ISHARES TR

Ticker: IAK CUSIP: 464288786 Class: U.S. INSRNCE ETF

Concurrent Investment Advisors, LLC's Holding History (CIK: 0002001015)

Note: Option positions (PUT/CALL) are excluded.

Q3 2025
Shares 1,506 Value ($000) $202 Avg Close — Range —
Q2 2025
Shares 1,704 Value ($000) $229 Avg Close — Range —
Q1 2025
Shares 1,553 Value ($000) $214 Avg Close — Range —
Q4 2024
Shares 1,926 Value ($000) $244 Avg Close — Range —
Q3 2024
Shares 2,731 Value ($000) $352 Avg Close — Range —