Cyndeo Wealth Partners, LLC Ishares Tr Transaction History

Cyndeo Wealth Partners, LLC

$1.27 Billion
Q2 2024

A detailed history of Cyndeo Wealth Partners, LLC transactions in Ishares Tr stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 21,182 shares of IEFA stock, worth $1.63 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares

21,182

Previous 18,122 16.89%

Holding current value

$1.63 Million

Previous $1.35 Million 14.35%

% of portfolio

0.12%

Previous 0.11%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 30, 2024	BUY	$70.77 - $76.19 $216,556 - $233,141	3,060 Added 16.89%	21,182 $1.54 Million
Q1 2024 Apr 16, 2024	BUY	$68.14 - $74.43 $214,845 - $234,677	3,153 Added 21.06%	18,122 $1.35 Million
Q4 2023 Jan 12, 2024	BUY	$61.3 - $70.47 $157,479 - $181,037	2,569 Added 20.72%	14,969 $1.05 Million
Q3 2023 Oct 10, 2023	BUY	$64.04 - $69.58 $16,970 - $18,438	265 Added 2.18%	12,400 $797,000
Q2 2023 Jul 27, 2023	SELL	$66.03 - $69.1 $14,988 - $15,685	-227 Reduced 1.84%	12,135 $819,000
Q1 2023 Apr 21, 2023	BUY	$62.17 - $67.7 $53,279 - $58,018	857 Added 7.45%	12,362 $826,000
Q4 2022 Jan 25, 2023	BUY	$52.35 - $63.65 $602,286 - $732,293	11,505 New	11,505 $0

Others Institutions Holding IEFA

# of Institutions

1,941

Shares Held

1.42B

Call Options Held

142K

Put Options Held

534K

View Full List

About ISHARES TR

Ticker IEFA
Sector ETFs
Industry ETFs

More about IEFA

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Cyndeo Wealth Partners, LLC Ishares Tr Transaction History