Cyndeo Wealth Partners, LLC Ishares Tr Ibonds Dec 2025 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 2025 Ter stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 146,545 shares of IBMN stock, worth $3.88 Million. This represents 0.33% of its overall portfolio holdings.

Number of Shares
146,545
Previous 145,715 0.57%
Holding current value
$3.88 Million
Previous $3.87 Million 0.23%
% 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
$26.4 - $26.55 $21,912 - $22,036
830 Added 0.57%
146,545 $3.88 Million
Q4 2023

Jan 12, 2024
SELL
$26.02 - $26.55 $425,765 - $434,437
-16,363 Reduced 10.1%
145,715 $3.87 Million
Q3 2023

Oct 10, 2023
SELL
$26.08 - $26.38 $47,752 - $48,301
-1,831 Reduced 1.12%
162,078 $4.23 Million
Q2 2023

Jul 27, 2023
SELL
$26.14 - $26.64 $385,120 - $392,487
-14,733 Reduced 8.25%
163,909 $4.32 Million
Q1 2023

Apr 21, 2023
BUY
$26.16 - $26.7 $829,612 - $846,737
31,713 Added 21.58%
178,642 $4.75 Million
Q4 2022

Jan 25, 2023
BUY
$25.94 - $26.5 $3.81 Million - $3.89 Million
146,929 New
146,929 $0

Others Institutions Holding IBMN

# of Institutions
159
Shares Held
17.9M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2025 TER

IBMN Quotes by TradingView
  • Ticker IBMN
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