Concurrent Investment Advisors, LLC BLACKROCK INC Transaction History

Concurrent Investment Advisors, LLC

  • $5.83 Trillion
  • Q3 2025
Number of Shares
7,449
Previous 7,586 1.81%
Holding current value
$8.68 Billion
Previous $7.96 Billion 9.11%
% of portfolio
0.15%
Previous 0.15%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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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