A detailed history of Cyndeo Wealth Partners, LLC transactions in Ishares Tr Ibonds Dec 2024 Ter stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 30,220 shares of IBTE stock, worth $721,351. This represents 0.05% of its overall portfolio holdings.

Number of Shares
30,220
Previous 25,349 19.22%
Holding current value
$721,351
Previous $607,000 19.44%
% of portfolio
0.05%
Previous 0.05%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 18, 2024

BUY
$23.88 - $24.01 $116,319 - $116,952
4,871 Added 19.22%
30,220 $725,000
Q2 2024

Jul 30, 2024

BUY
$23.85 - $23.98 $302,942 - $304,593
12,702 Added 100.43%
25,349 $607,000
Q1 2024

Apr 16, 2024

BUY
$23.85 - $23.95 $301,630 - $302,895
12,647 New
12,647 $302,000

Others Institutions Holding IBTE

About ISHARES TR IBONDS DEC 2024 TER


  • Ticker IBTE
  • Sector ETFs
  • Industry ETFs
More about IBTE
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