Concurrent Investment Advisors, LLC BLACKROCK ETF TRUST II Transaction History

Concurrent Investment Advisors, LLC

  • $5.17 Trillion
  • Q2 2025
Number of Shares
59,756
Previous 33,403 78.89%
Holding current value
$3.16 Billion
Previous $1.75 Billion 80.47%
% of portfolio
0.06%
Previous 0.04%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 25, 2025
BUY
N/A
26,353 Added 78.89%
59,756 $3.16 Billion
Q1 2025

Apr 29, 2025
BUY
N/A
11,548 Added 52.84%
33,403 $1.75 Billion
Q4 2024

Feb 03, 2025
BUY
N/A
1,177 Added 5.69%
21,855 $1.14 Billion
Q3 2024

Oct 30, 2024
BUY
N/A
1,240 Added 6.38%
20,678 $1.11 Billion
Q2 2024

Jul 30, 2024
BUY
N/A
8,352 Added 75.34%
19,438 $1.01 Billion
Q1 2024

May 07, 2024
BUY
N/A
6,086 Added 121.72%
11,086 $582 Million
Q4 2023

Apr 15, 2024
BUY
N/A
5,000 New
5,000 $261 Million
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