Cyndeo Wealth Partners, LLC Ishares Tr Ibonds December 202 Transaction History

Cyndeo Wealth Partners, LLC

$1.4 Billion
Q3 2024

A detailed history of Cyndeo Wealth Partners, LLC transactions in Ishares Tr Ibonds December 202 stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 165,464 shares of IBMO stock, worth $4.22 Million. This represents 0.3% of its overall portfolio holdings.

Number of Shares

165,464

Previous 147,923 11.86%

Holding current value

$4.22 Million

Previous $3.75 Million 13.35%

% of portfolio

0.3%

Previous 0.3%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 18, 2024	BUY	$25.26 - $25.66 $443,085 - $450,102	17,541 Added 11.86%	165,464 $4.25 Million
Q2 2024 Jul 30, 2024	SELL	$25.16 - $25.33 $77,241 - $77,763	-3,070 Reduced 2.03%	147,923 $3.75 Million
Q1 2024 Apr 16, 2024	BUY	$25.35 - $25.52 $1,267 - $1,276	50 Added 0.03%	150,993 $3.83 Million
Q4 2023 Jan 12, 2024	SELL	$24.71 - $25.52 $430,126 - $444,226	-17,407 Reduced 10.34%	150,943 $3.85 Million
Q3 2023 Oct 10, 2023	SELL	$24.76 - $25.26 $37,140 - $37,890	-1,500 Reduced 0.88%	168,350 $4.18 Million
Q2 2023 Jul 27, 2023	SELL	$24.96 - $25.63 $388,053 - $398,469	-15,547 Reduced 8.39%	169,850 $4.28 Million
Q1 2023 Apr 21, 2023	BUY	$24.99 - $25.64 $755,747 - $775,404	30,242 Added 19.49%	185,397 $4.73 Million
Q4 2022 Jan 25, 2023	BUY	$24.52 - $25.33 $3.8 Million - $3.93 Million	155,155 New	155,155 $0

Others Institutions Holding IBMO

# of Institutions

170

Shares Held

17.9M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DECEMBER 202

Ticker IBMO
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Cyndeo Wealth Partners, LLC Ishares Tr Ibonds December 202 Transaction History