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 10,618 shares of EMB stock, worth $1.02 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares

10,618

Previous 10,285 3.24%

Holding current value

$1.02 Million

Previous $979,000 4.09%

% of portfolio

0.06%

Previous 0.06%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 07, 2026	BUY	$94.63 - $97.03 $31,511 - $32,310	333 Added 3.24%	10,618 $1.02 Million
Q3 2025 Oct 10, 2025	BUY	$91.52 - $95.59 $56,833 - $59,361	621 Added 6.43%	10,285 $979,000
Q2 2025 Jul 24, 2025	BUY	$86.54 - $92.62 $66,462 - $71,132	768 Added 8.63%	9,664 $895,000
Q1 2025 Apr 17, 2025	BUY	$88.64 - $92.03 $10,814 - $11,227	122 Added 1.39%	8,896 $804,000
Q4 2024 Jan 21, 2025	SELL	$88.94 - $93.46 $48,739 - $51,216	-548 Reduced 5.88%	8,774 $781,000

Q3 2024 Oct 18, 2024	BUY	$87.75 - $93.74 $113,548 - $121,299	1,294 Added 16.12%	9,322 $872,000
Q2 2024 Jul 30, 2024	BUY	$86.66 - $89.88 $80,680 - $83,678	931 Added 13.12%	8,028 $710,000
Q1 2024 Apr 16, 2024	BUY	$86.49 - $90.08 $208,613 - $217,272	2,412 Added 51.48%	7,097 $636,000
Q4 2023 Jan 12, 2024	BUY	$79.71 - $89.68 $373,441 - $420,150	4,685 New	4,685 $417,000

Others Institutions Holding EMB

# of Institutions

1,030

Shares Held

139M

Call Options Held

4.25M

Put Options Held

9.47M

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About ISHARES TR

Ticker EMB
Sector ETFs
Industry ETFs

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Cyndeo Wealth Partners, LLC Ishares Tr Transaction History