Cyndeo Wealth Partners, LLC Ishares Tr Tips Bd ETF Transaction History

Cyndeo Wealth Partners, LLC

$1.47 Billion
Q1 2025

A detailed history of Cyndeo Wealth Partners, LLC transactions in Ishares Tr Tips Bd ETF stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 3,424 shares of TIP stock, worth $376,023. This represents 0.03% of its overall portfolio holdings.

Number of Shares

3,424

Previous 5,379 36.35%

Holding current value

$376,023

Previous $573,000 33.68%

% of portfolio

0.03%

Previous 0.04%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 17, 2025	SELL	$106.22 - $111.09 $207,660 - $217,180	-1,955 Reduced 36.35%	3,424 $380,000
Q4 2024 Jan 21, 2025	SELL	$106.33 - $110.69 $63,798 - $66,414	-600 Reduced 10.04%	5,379 $573,000
Q3 2024 Oct 18, 2024	SELL	$105.92 - $110.83 $15.4 Million - $16.1 Million	-145,118 Reduced 96.04%	5,979 $660,000
Q2 2024 Jul 30, 2024	BUY	$105.01 - $107.23 $327,421 - $334,343	3,118 Added 2.11%	151,097 $16.1 Million
Q1 2024 Apr 16, 2024	BUY	$105.69 - $108.04 $442,629 - $452,471	4,188 Added 2.91%	147,979 $15.9 Million
Q4 2023 Jan 12, 2024	SELL	$102.12 - $107.97 $1.86 Million - $1.97 Million	-18,262 Reduced 11.27%	143,791 $15.5 Million
Q3 2023 Oct 10, 2023	BUY	$103.4 - $107.7 $566,115 - $589,657	5,475 Added 3.5%	162,053 $16.8 Million
Q2 2023 Jul 27, 2023	BUY	$107.1 - $111.15 $159,900 - $165,946	1,493 Added 0.96%	156,578 $16.9 Million
Q1 2023 Apr 21, 2023	BUY	$106.24 - $110.25 $8.89 Million - $9.23 Million	83,697 Added 117.24%	155,085 $17.1 Million
Q4 2022 Jan 25, 2023	BUY	$104.91 - $110.18 $7.49 Million - $7.87 Million	71,388 New	71,388 $0

Others Institutions Holding TIP

# of Institutions

1,148

Shares Held

118M

Call Options Held

17.7M

Put Options Held

17.1M

View Full List

About ISHARES TR TIPS BD ETF

Ticker TIP
Sector ETFs
Industry ETFs

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Cyndeo Wealth Partners, LLC Ishares Tr Tips Bd ETF Transaction History