Cyndeo Wealth Partners, LLC Ishares S&P 100 ETF Transaction History

Cyndeo Wealth Partners, LLC

$1.74 Billion
Q4 2025

A detailed history of Cyndeo Wealth Partners, LLC transactions in Ishares S&P 100 ETF stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 3,561 shares of OEF stock, worth $947,332. This represents 0.05% of its overall portfolio holdings.

Number of Shares

3,561

Previous 3,729 4.51%

Holding current value

$947,332

Previous $992,000 4.54%

% of portfolio

0.05%

Previous 0.06%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 07, 2026	SELL	N/A	-168 Reduced 4.51%	3,561 $947,000
Q3 2025 Oct 10, 2025	SELL	N/A	-165 Reduced 4.24%	3,729 $992,000
Q2 2025 Jul 24, 2025	SELL	N/A	-3,497 Reduced 47.31%	3,894 $1.04 Million
Q1 2025 Apr 17, 2025	BUY	N/A	3,912 Added 112.45%	7,391 $1.97 Million
Q4 2024 Jan 21, 2025	SELL	N/A	-23 Reduced 0.66%	3,479 $925,000

Q3 2024 Oct 18, 2024	SELL	$266.03 - $266.03 $1.28 Million - $1.28 Million	-4,827 Reduced 57.95%	3,502 $931,000
Q2 2024 Jul 30, 2024	BUY	$234.68 - $265.99 $346,857 - $393,133	1,478 Added 21.57%	8,329 $2.2 Million
Q1 2024 Apr 16, 2024	BUY	$219.81 - $247.98 $463,359 - $522,741	2,108 Added 44.44%	6,851 $1.7 Million
Q4 2023 Jan 12, 2024	BUY	$193.71 - $224.12 $918,766 - $1.06 Million	4,743 New	4,743 $1.06 Million

Others Institutions Holding OEF

# of Institutions

1,100

Shares Held

73.4M

Call Options Held

32.4K

Put Options Held

26.7K

View Full List

About ISHARES S&P 100 ETF

Ticker OEF
Sector ETFs
Industry ETFs

More about OEF

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Cyndeo Wealth Partners, LLC Ishares S&P 100 ETF Transaction History