Concurrent Investment Advisors, LLC BLACKROCK ETF TRUST Transaction History

Concurrent Investment Advisors, LLC

  • $8.78 Trillion
  • Q4 2025
Number of Shares
111,316
Previous 48,992 127.21%
Holding current value
$4.29 Billion
Previous $1.85 Billion 131.41%
% of portfolio
0.05%
Previous 0.03%

Shares

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

Jan 29, 2026
BUY
N/A
62,324 Added 127.21%
111,316 $4.29 Billion
Q3 2025

Oct 27, 2025
BUY
N/A
25,955 Added 112.67%
48,992 $1.85 Billion
Q2 2025

Jul 25, 2025
BUY
N/A
23,037 New
23,037 $820 Million
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