Cyndeo Wealth Partners, LLC Ishares Tr Transaction History

Cyndeo Wealth Partners, LLC

$1.74 Billion
Q4 2025

A detailed history of Cyndeo Wealth Partners, LLC transactions in Ishares Tr stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 9,402 shares of MBB stock, worth $893,848. This represents 0.05% of its overall portfolio holdings.

Number of Shares

9,402

Previous 8,659 8.58%

Holding current value

$893,848

Previous $823,000 8.51%

% of portfolio

0.05%

Previous 0.05%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 07, 2026	BUY	$94.9 - $96.23 $70,510 - $71,498	743 Added 8.58%	9,402 $893,000
Q3 2025 Oct 10, 2025	BUY	$92.46 - $95.73 $13,591 - $14,072	147 Added 1.73%	8,659 $823,000
Q2 2025 Jul 24, 2025	BUY	$91.41 - $94.22 $95,249 - $98,177	1,042 Added 13.95%	8,512 $799,000
Q1 2025 Apr 17, 2025	SELL	$90.37 - $94.08 $207,489 - $216,007	-2,296 Reduced 23.51%	7,470 $700,000
Q4 2024 Jan 21, 2025	BUY	$91.26 - $95.82 $66,163 - $69,469	725 Added 8.02%	9,766 $895,000

Q3 2024 Oct 18, 2024	BUY	$90.85 - $96.66 $74,133 - $78,874	816 Added 9.92%	9,041 $866,000
Q2 2024 Jul 30, 2024	BUY	$89.41 - $92.64 $98,798 - $102,367	1,105 Added 15.52%	8,225 $755,000
Q1 2024 Apr 16, 2024	BUY	$91.2 - $93.98 $185,227 - $190,873	2,031 Added 39.91%	7,120 $658,000
Q4 2023 Jan 12, 2024	BUY	$85.82 - $94.55 $436,737 - $481,164	5,089 New	5,089 $478,000

Others Institutions Holding MBB

# of Institutions

1,071

Shares Held

396M

Call Options Held

130K

Put Options Held

272K

View Full List

About ISHARES TR

Ticker MBB
Sector ETFs
Industry ETFs

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Cyndeo Wealth Partners, LLC Ishares Tr Transaction History