Cyndeo Wealth Partners, LLC Ishares Core S&P Sm Cap ETF Transaction History

Cyndeo Wealth Partners, LLC

$1.4 Billion
Q3 2024

A detailed history of Cyndeo Wealth Partners, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 10,891 shares of IJR stock, worth $1.32 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares

10,891

Previous 8,770 24.18%

Holding current value

$1.32 Million

Previous $935,000 36.15%

% of portfolio

0.09%

Previous 0.07%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 18, 2024	BUY	$105.53 - $118.34 $223,829 - $250,999	2,121 Added 24.18%	10,891 $1.27 Million
Q2 2024 Jul 30, 2024	BUY	$102.13 - $110.88 $97,840 - $106,223	958 Added 12.26%	8,770 $935,000
Q1 2024 Apr 16, 2024	BUY	$102.35 - $110.52 $395,480 - $427,049	3,864 Added 97.87%	7,812 $863,000
Q4 2023 Jan 12, 2024	BUY	$87.61 - $110.11 $8,060 - $10,130	92 Added 2.39%	3,948 $427,000
Q3 2023 Oct 10, 2023	BUY	$92.9 - $105.16 $76,456 - $86,546	823 Added 27.13%	3,856 $363,000
Q2 2023 Jul 27, 2023	BUY	$91.14 - $99.81 $5,924 - $6,487	65 Added 2.19%	3,033 $302,000
Q1 2023 Apr 21, 2023	SELL	$92.27 - $107.68 $26,758 - $31,227	-290 Reduced 8.9%	2,968 $287,000
Q4 2022 Jan 25, 2023	BUY	$89.09 - $102.13 $290,255 - $332,739	3,258 New	3,258 $0

Others Institutions Holding IJR

# of Institutions

2,566

Shares Held

500M

Call Options Held

1.04M

Put Options Held

671K

View Full List

About ISHARES CORE S&P SM CAP ETF

Ticker IJR
Sector ETFs
Industry ETFs

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Cyndeo Wealth Partners, LLC Ishares Core S&P Sm Cap ETF Transaction History