Cyndeo Wealth Partners, LLC Ishares Core S&P Total U.S. St Transaction History

Cyndeo Wealth Partners, LLC

$1.61 Billion
Q2 2025

A detailed history of Cyndeo Wealth Partners, LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 14,477 shares of ITOT stock, worth $2.01 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares

14,477

Previous 12,699 14.0%

Holding current value

$2.01 Million

Previous $1.55 Million 26.15%

% of portfolio

0.12%

Previous 0.11%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 24, 2025	BUY	$108.12 - $135.04 $192,237 - $240,101	1,778 Added 14.0%	14,477 $1.95 Million
Q1 2025 Apr 17, 2025	BUY	$120.29 - $134.6 $175,503 - $196,381	1,459 Added 12.98%	12,699 $1.55 Million
Q4 2024 Jan 21, 2025	BUY	$124.26 - $134.12 $3,230 - $3,487	26 Added 0.23%	11,240 $1.45 Million
Q3 2024 Oct 18, 2024	BUY	$113.41 - $125.62 $1.27 Million - $1.41 Million	11,214 New	11,214 $1.41 Million

Others Institutions Holding ITOT

# of Institutions

1,631

Shares Held

323M

Call Options Held

71.8K

Put Options Held

31.7K

View Full List

About ISHARES CORE S&P TOTAL U.S. ST

Ticker ITOT
Sector ETFs
Industry ETFs

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Cyndeo Wealth Partners, LLC Ishares Core S&P Total U.S. St Transaction History