Cyndeo Wealth Partners, LLC Ishares Trust Ishares 5 10 Yea Transaction History

Cyndeo Wealth Partners, LLC

$1.42 Billion
Q4 2024

A detailed history of Cyndeo Wealth Partners, LLC transactions in Ishares Trust Ishares 5 10 Yea stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 316,458 shares of IGIB stock, worth $16.5 Million. This represents 1.15% of its overall portfolio holdings.

Number of Shares

316,458

Previous 308,790 2.48%

Holding current value

$16.5 Million

Previous $16.6 Million 1.74%

% of portfolio

1.15%

Previous 1.18%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	BUY	$51.33 - $53.74 $393,598 - $412,078	7,668 Added 2.48%	316,458 $16.3 Million
Q3 2024 Oct 18, 2024	BUY	$50.85 - $53.88 $15.3 Million - $16.2 Million	300,800 Added 3764.71%	308,790 $16.6 Million
Q2 2024 Jul 30, 2024	SELL	$50.02 - $51.62 $20,758 - $21,422	-415 Reduced 4.94%	7,990 $409,000
Q1 2024 Apr 16, 2024	SELL	$50.83 - $52.07 $116,248 - $119,084	-2,287 Reduced 21.39%	8,405 $433,000
Q4 2023 Jan 12, 2024	BUY	$47.27 - $52.23 $96,288 - $106,392	2,037 Added 23.54%	10,692 $555,000
Q3 2023 Oct 10, 2023	BUY	$48.57 - $50.82 $420,373 - $439,847	8,655 New	8,655 $421,000

Others Institutions Holding IGIB

# of Institutions

690

Shares Held

229M

Call Options Held

24.1K

Put Options Held

5.8K

View Full List

About ISHARES TRUST ISHARES 5-10 YEA

Ticker IGIB
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Cyndeo Wealth Partners, LLC Ishares Trust Ishares 5 10 Yea Transaction History