Cogent Blue Wealth Advisors, LLC Ishares Core S&P Total U.S. St Transaction History
Cogent Blue Wealth Advisors, LLC
- $147 Billion
- Q4 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 59,581 shares of ITOT stock, worth $8.72 Million. This represents 6.04% of its overall portfolio holdings.
Number of Shares
59,581
Previous 59,528
0.09%
Holding current value
$8.72 Million
Previous $8.67 Billion
2.18%
% of portfolio
6.04%
Previous 5.91%
Shares
5 transactions
Others Institutions Holding ITOT
# of Institutions
1,728Shares Held
335MCall Options Held
61.7KPut Options Held
36K-
Wells Fargo & Company San Francisco, CA63.2MShares$9.25 Billion1.81% of portfolio
-
Black Rock Inc. New York, NY48.8MShares$7.14 Billion0.13% of portfolio
-
Wealthfront Advisers LLC11.6MShares$1.7 Billion3.91% of portfolio
-
Betterment LLC New York, NY10.9MShares$1.6 Billion3.15% of portfolio
-
Morgan Stanley New York, NY10.7MShares$1.57 Billion0.1% of portfolio