Cyndeo Wealth Partners, LLC Ishares Tr Ibonds December 202 Transaction History

Cyndeo Wealth Partners, LLC

  • $1.42 Billion
  • Q4 2024

A detailed history of Cyndeo Wealth Partners, LLC transactions in Ishares Tr Ibonds December 202 stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 172,982 shares of IBMO stock, worth $4.41 Million. This represents 0.31% of its overall portfolio holdings.

Number of Shares
172,982
Previous 165,464 4.54%
Holding current value
$4.41 Million
Previous $4.25 Million 3.75%
% of portfolio
0.31%
Previous 0.3%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 21, 2025
BUY
$25.4 - $25.62 $190,957 - $192,611
7,518 Added 4.54%
172,982 $4.4 Million
Q3 2024

Oct 18, 2024
BUY
$25.26 - $25.66 $443,085 - $450,102
17,541 Added 11.86%
165,464 $4.25 Million
Q2 2024

Jul 30, 2024
SELL
$25.16 - $25.33 $77,241 - $77,763
-3,070 Reduced 2.03%
147,923 $3.75 Million
Q1 2024

Apr 16, 2024
BUY
$25.35 - $25.52 $1,267 - $1,276
50 Added 0.03%
150,993 $3.83 Million
Q4 2023

Jan 12, 2024
SELL
$24.71 - $25.52 $430,126 - $444,226
-17,407 Reduced 10.34%
150,943 $3.85 Million
Q3 2023

Oct 10, 2023
SELL
$24.76 - $25.26 $37,140 - $37,890
-1,500 Reduced 0.88%
168,350 $4.18 Million
Q2 2023

Jul 27, 2023
SELL
$24.96 - $25.63 $388,053 - $398,469
-15,547 Reduced 8.39%
169,850 $4.28 Million
Q1 2023

Apr 21, 2023
BUY
$24.99 - $25.64 $755,747 - $775,404
30,242 Added 19.49%
185,397 $4.73 Million
Q4 2022

Jan 25, 2023
BUY
$24.52 - $25.33 $3.8 Million - $3.93 Million
155,155 New
155,155 $0

Others Institutions Holding IBMO

# of Institutions
176
Shares Held
18.1M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DECEMBER 202

IBMO Quotes by TradingView
  • Ticker IBMO
  • Sector ETFs
  • Industry ETFs
More about IBMO
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