Cogent Blue Wealth Advisors, LLC Ishares Core S&P Total U.S. St Transaction History
Cogent Blue Wealth Advisors, LLC
- $131 Billion
- Q2 2025
A detailed history of Cogent Blue Wealth Advisors, LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Cogent Blue Wealth Advisors, LLC holds 56,500 shares of ITOT stock, worth $8.07 Million. This represents 5.84% of its overall portfolio holdings.
Number of Shares
56,500
Previous 60,340
6.36%
Holding current value
$8.07 Million
Previous $7.36 Billion
3.64%
% of portfolio
5.84%
Previous 6.46%
Shares
3 transactions
Others Institutions Holding ITOT
# of Institutions
1,638Shares Held
324MCall Options Held
69.1KPut Options Held
33.4K-
Wells Fargo & Company San Francisco, CA59.3MShares$8.46 Billion1.71% of portfolio
-
Black Rock Inc. New York, NY48.8MShares$6.96 Billion0.13% of portfolio
-
Betterment LLC New York, NY11.3MShares$1.61 Billion3.24% of portfolio
-
Wealthfront Advisers LLC10.6MShares$1.51 Billion3.74% of portfolio
-
Morgan Stanley New York, NY10.4MShares$1.49 Billion0.09% of portfolio