Cyndeo Wealth Partners, LLC Ishares Tr Ibonds Dec 2024 Ter Transaction History

Cyndeo Wealth Partners, LLC

$1.4 Billion
Q3 2024

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 163,102 shares of IBMM stock, worth $4.26 Million. This represents 0.3% of its overall portfolio holdings.

Number of Shares

163,102

Previous 146,895 11.03%

Holding current value

$4.26 Million

Previous $3.83 Million 11.24%

% of portfolio

0.3%

Previous 0.3%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 18, 2024	BUY	$25.97 - $26.11 $420,895 - $423,164	16,207 Added 11.03%	163,102 $4.26 Million
Q2 2024 Jul 30, 2024	SELL	$25.91 - $26.05 $86,150 - $86,616	-3,325 Reduced 2.21%	146,895 $3.83 Million
Q1 2024 Apr 16, 2024	BUY	$25.9 - $25.98 $3,781 - $3,793	146 Added 0.1%	150,220 $3.9 Million
Q4 2023 Jan 12, 2024	SELL	$25.65 - $25.93 $706,016 - $713,723	-27,525 Reduced 15.5%	150,074 $3.89 Million
Q3 2023 Oct 10, 2023	SELL	$25.67 - $25.78 $47,438 - $47,641	-1,848 Reduced 1.03%	177,599 $4.56 Million
Q2 2023 Jul 27, 2023	SELL	$25.61 - $25.89 $84,615 - $85,540	-3,304 Reduced 1.81%	179,447 $4.62 Million
Q1 2023 Apr 21, 2023	BUY	$25.61 - $25.94 $875,733 - $887,018	34,195 Added 23.02%	182,751 $4.73 Million
Q4 2022 Jan 25, 2023	BUY	$25.46 - $25.87 $3.78 Million - $3.84 Million	148,556 New	148,556 $0

Others Institutions Holding IBMM

# of Institutions

169

Shares Held

12.6M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2024 TER

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Cyndeo Wealth Partners, LLC Ishares Tr Ibonds Dec 2024 Ter Transaction History