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

Cyndeo Wealth Partners, LLC

  • $1.19 Billion
  • Q1 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 150,220 shares of IBMM stock, worth $3.91 Million. This represents 0.33% of its overall portfolio holdings.

Number of Shares
150,220
Previous 150,074 0.1%
Holding current value
$3.91 Million
Previous $3.89 Million 0.18%
% of portfolio
0.33%
Previous 0.36%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$25.53 - $25.87 $3.79 Million - $3.84 Million
148,556 New
148,556 $0

Others Institutions Holding IBMM

# of Institutions
168
Shares Held
16.4M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2024 TER

IBMM Quotes by TradingView
  • Ticker IBMM
  • Sector ETFs
  • Industry ETFs
More about IBMM
Track This Portfolio

Track Cyndeo Wealth Partners, LLC Portfolio

Follow Cyndeo Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cyndeo Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cyndeo Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email