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

Cogent Blue Wealth Advisors, LLC

  • $147 Billion
  • Q3 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 8,317 shares of IEI stock, worth $993,216. This represents 0.68% of its overall portfolio holdings.

Number of Shares
8,317
Previous 8,721 4.63%
Holding current value
$993,216
Previous $1.04 Billion 4.3%
% of portfolio
0.68%
Previous 0.8%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 15, 2025
SELL
$117.65 - $120.08 $47,530 - $48,512
-404 Reduced 4.63%
8,317 $994 Million
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
901
Shares Held
120M
Call Options Held
920K
Put Options Held
933K
View Full List

About ISHARES BARCLAYS 3-7 YR TREAS

IEI Quotes by TradingView
  • Ticker IEI
  • Sector ETFs
  • Industry ETFs
More about IEI
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