CogentBlue Wealth Advisors, LLC ITOT Holdings History
CogentBlue Wealth Advisors, LLC's iShares Core S&P Total U.S. Stock Market ETF Holding Summary
As of 2025-06-30, CogentBlue Wealth Advisors, LLC held 56,500.00 shares of iShares Core S&P Total U.S. Stock Market ETF(ITOT), totaling $7.63 Mil. This investment constitutes 5.84% of their stock portfolio, and CogentBlue Wealth Advisors, LLC now holds 0.01% of the outstanding iShares Core S&P Total U.S. Stock Market ETF(ITOT) stock.
The initial trade took place in 2024Q4. In addition, there have been 2 sales at an average price of $126.21 for 5,948.00 shares. Based on historical transaction data and ITOT's current price of $137.64, CogentBlue Wealth Advisors, LLC's estimated gain on his ITOT holdings is $436,598.84, reflecting a 5.40% gain to date.
CogentBlue Wealth Advisors, LLC ITOT ($137.64) Holding Chart
CogentBlue Wealth Advisors, LLC ITOT ($137.64) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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