Cogent Blue Wealth Advisors, LLC Ishares Barclays 3 7 Yr Treas Transaction History

Cogent Blue Wealth Advisors, LLC

  • $131 Billion
  • Q2 2025

A detailed history of Cogent Blue Wealth Advisors, LLC transactions in Ishares Barclays 3 7 Yr Treas stock. As of the latest transaction made, Cogent Blue Wealth Advisors, LLC holds 8,721 shares of IEI stock, worth $1.04 Million. This represents 0.8% of its overall portfolio holdings.

Number of Shares
8,721
Previous 9,188 5.08%
Holding current value
$1.04 Million
Previous $1.09 Billion 4.32%
% of portfolio
0.8%
Previous 0.95%

Shares

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

Jul 16, 2025
SELL
$116.93 - $119.39 $54,606 - $55,755
-467 Reduced 5.08%
8,721 $1.04 Billion
Q1 2025

Apr 16, 2025
SELL
$114.57 - $118.14 $11,571 - $11,932
-101 Reduced 1.09%
9,188 $1.09 Billion
Q4 2024

Jan 31, 2025
BUY
$115.08 - $119.55 $1.07 Million - $1.11 Million
9,289 New
9,289 $1.07 Billion

Others Institutions Holding IEI

# of Institutions
875
Shares Held
111M
Call Options Held
1.08M
Put Options Held
872K
View Full List

About ISHARES BARCLAYS 3-7 YR TREAS

IEI Quotes by TradingView
  • Ticker IEI
  • Sector ETFs
  • Industry ETFs
More about IEI
Track This Portfolio

Track Cogent Blue Wealth Advisors, LLC Portfolio

Follow Cogent Blue Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cogent Blue Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cogent Blue Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email