Concurrent Investment Advisors, LLC BLACKROCK INC Transaction History

Concurrent Investment Advisors, LLC

  • $8.78 Trillion
  • Q4 2025
Number of Shares
9,005
Previous 7,449 20.89%
Holding current value
$9.64 Billion
Previous $8.68 Billion 10.98%
% of portfolio
0.11%
Previous 0.15%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 29, 2026
BUY
N/A
1,556 Added 20.89%
9,005 $9.64 Billion
Q3 2025

Oct 27, 2025
SELL
N/A
-137 Reduced 1.81%
7,449 $8.68 Billion
Q2 2025

Jul 25, 2025
BUY
N/A
523 Added 7.4%
7,586 $7.96 Billion
Q1 2025

Apr 29, 2025
BUY
N/A
2,774 Added 64.68%
7,063 $6.69 Billion
Q4 2024

Feb 03, 2025
BUY
N/A
4,289 New
4,289 $4.4 Billion
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