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

Cyndeo Wealth Partners, LLC

$1.42 Billion
Q4 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 5,184 shares of IUSV stock, worth $494,501. This represents 0.03% of its overall portfolio holdings.

Number of Shares

5,184

Previous 5,176 0.15%

Holding current value

$494,501

Previous $494,000 2.83%

% of portfolio

0.03%

Previous 0.04%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	BUY	$91.94 - $100.02 $735 - $800	8 Added 0.15%	5,184 $480,000
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

770

Shares Held

174M

Call Options Held

2.9K

Put Options Held

View Full List

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

Ticker IUSV
Sector ETFs
Industry ETFs

More about IUSV

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 Core S&P U.S. Value Et Transaction History