Cyndeo Wealth Partners, LLC Ishares Core S&P U.S. Value Et Transaction History

Cyndeo Wealth Partners, LLC

$1.4 Billion
Q3 2024

A detailed history of Cyndeo Wealth Partners, LLC transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 5,176 shares of IUSV stock, worth $511,802. This represents 0.04% of its overall portfolio holdings.

Number of Shares

5,176

Previous 5,168 0.15%

Holding current value

$511,802

Previous $455,000 8.57%

% of portfolio

0.04%

Previous 0.04%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 18, 2024	BUY	$87.56 - $95.49 $700 - $763	8 Added 0.15%	5,176 $494,000
Q2 2024 Jul 30, 2024	BUY	$85.39 - $90.42 $597 - $632	7 Added 0.14%	5,168 $455,000
Q1 2024 Apr 16, 2024	BUY	$82.87 - $90.44 $580 - $633	7 Added 0.14%	5,161 $466,000
Q4 2023 Jan 12, 2024	SELL	$71.48 - $84.61 $30,807 - $36,466	-431 Reduced 7.72%	5,154 $434,000
Q3 2023 Oct 10, 2023	SELL	$74.38 - $81.04 $111,495 - $121,478	-1,499 Reduced 21.16%	5,585 $416,000
Q1 2023 Apr 21, 2023	SELL	$70.21 - $77.86 $95,977 - $106,434	-1,367 Reduced 16.18%	7,084 $522,000
Q4 2022 Jan 25, 2023	BUY	$63.23 - $73.93 $534,356 - $624,782	8,451 New	8,451 $0

Others Institutions Holding IUSV

# of Institutions

726

Shares Held

163M

Call Options Held

2.8K

Put Options Held

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About ISHARES CORE S&P U.S. VALUE ET

Ticker IUSV
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Cyndeo Wealth Partners, LLC Ishares Core S&P U.S. Value Et Transaction History