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 5,427 shares of ITA stock, worth $1.12 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
5,427
Previous 1,954 177.74%
Holding current value
$1.12 Million
Previous $408,000 173.77%
% of portfolio
0.06%
Previous 0.02%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 07, 2026
BUY
$205.04 - $218.9 $712,103 - $760,239
3,473 Added 177.74%
5,427 $1.12 Million
Q3 2025

Oct 10, 2025
BUY
$184.73 - $209.26 $360,962 - $408,894
1,954 New
1,954 $408,000

Others Institutions Holding ITA

# of Institutions
983
Shares Held
32.6M
Call Options Held
654K
Put Options Held
538K
View Full List

About ISHARES TR

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