Cyndeo Wealth Partners, LLC Ishares Tr Transaction History

Cyndeo Wealth Partners, LLC

$1.42 Billion
Q4 2024

A detailed history of Cyndeo Wealth Partners, LLC transactions in Ishares Tr stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 42,085 shares of IXUS stock, worth $2.89 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares

42,085

Previous 37,959 10.87%

Holding current value

$2.89 Million

Previous $2.76 Million 0.98%

% of portfolio

0.2%

Previous 0.2%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	BUY	$65.95 - $72.56 $272,109 - $299,382	4,126 Added 10.87%	42,085 $2.78 Million
Q3 2024 Oct 18, 2024	BUY	$64.9 - $73.35 $408,805 - $462,031	6,299 Added 19.9%	37,959 $2.76 Million
Q2 2024 Jul 30, 2024	BUY	$65.1 - $70.07 $494,434 - $532,181	7,595 Added 31.56%	31,660 $2.14 Million
Q1 2024 Apr 16, 2024	BUY	$62.39 - $67.92 $814,626 - $886,831	13,057 Added 118.61%	24,065 $1.63 Million
Q4 2023 Jan 12, 2024	BUY	$57.18 - $64.93 $629,437 - $714,749	11,008 New	11,008 $714,000

Others Institutions Holding IXUS

# of Institutions

822

Shares Held

482M

Call Options Held

12K

Put Options Held

6.7K

View Full List

About ISHARES TR

Ticker IXUS
Sector ETFs
Industry ETFs

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Cyndeo Wealth Partners, LLC Ishares Tr Transaction History