Cyndeo Wealth Partners, LLC Ishares Tr Transaction History

Cyndeo Wealth Partners, LLC

$1.72 Billion
Q3 2025

A detailed history of Cyndeo Wealth Partners, LLC transactions in Ishares Tr stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 1,954 shares of ITA stock, worth $403,012. This represents 0.02% of its overall portfolio holdings.

Number of Shares

1,954

Holding current value

$403,012

% of portfolio

0.02%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Oct 10, 2025	BUY	$184.73 - $209.26 $360,962 - $408,894	1,954 New	1,954 $408,000

Others Institutions Holding ITA

# of Institutions

881

Shares Held

21.4M

Call Options Held

1.04M

Put Options Held

441K

Bank Of America Corp Charlotte, NC

3M
Shares

$619 Million
0.04% of portfolio
Morgan Stanley New York, NY

1.84M
Shares

$379 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

1.49M
Shares

$308 Million
0.1% of portfolio
Wells Fargo & Company San Francisco, CA

893K
Shares

$184 Million
0.04% of portfolio
Ameriprise Financial Inc Minneapolis, MN

778K
Shares

$160 Million
0.04% of portfolio

View Full List

About ISHARES TR

Ticker ITA
Sector ETFs
Industry ETFs

More about ITA

Track This Portfolio

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.

Account

Cyndeo Wealth Partners, LLC Ishares Tr Transaction History