A detailed history of Cyndeo Wealth Partners, LLC transactions in Ishares Trust Ishares 1 5 Year stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 8,742 shares of IGSB stock, worth $455,458. This represents 0.03% of its overall portfolio holdings.

Number of Shares
8,742
Previous 8,889 1.65%
Holding current value
$455,458
Previous $455,000 1.1%
% of portfolio
0.03%
Previous 0.04%

Shares

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

Oct 18, 2024

SELL
$51.02 - $52.74 $7,499 - $7,752
-147 Reduced 1.65%
8,742 $460,000
Q2 2024

Jul 30, 2024

BUY
$50.64 - $51.3 $56,564 - $57,302
1,117 Added 14.37%
8,889 $455,000
Q1 2024

Apr 16, 2024

SELL
$50.95 - $51.48 $151,525 - $153,101
-2,974 Reduced 27.68%
7,772 $398,000
Q4 2023

Jan 12, 2024

SELL
$49.4 - $51.28 $7,261 - $7,538
-147 Reduced 1.35%
10,746 $551,000
Q3 2023

Oct 10, 2023

BUY
$49.74 - $50.37 $541,817 - $548,680
10,893 New
10,893 $542,000

Others Institutions Holding IGSB

About ISHARES TRUST ISHARES 1-5 YEAR


  • Ticker IGSB
  • Sector ETFs
  • Industry ETFs
More about IGSB
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