A detailed history of Cyndeo Wealth Partners, LLC transactions in Ishares Tr stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 8,225 shares of MBB stock, worth $777,098. This represents 0.06% of its overall portfolio holdings.

Number of Shares
8,225
Previous 7,120 15.52%
Holding current value
$777,098
Previous $658,000 14.74%
% of portfolio
0.06%
Previous 0.06%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 30, 2024

BUY
$89.41 - $92.64 $98,798 - $102,367
1,105 Added 15.52%
8,225 $755,000
Q1 2024

Apr 16, 2024

BUY
$91.2 - $93.98 $185,227 - $190,873
2,031 Added 39.91%
7,120 $658,000
Q4 2023

Jan 12, 2024

BUY
$85.82 - $94.55 $436,737 - $481,164
5,089 New
5,089 $478,000

Others Institutions Holding MBB

About ISHARES TR


  • Ticker MBB
  • Sector ETFs
  • Industry ETFs
More about MBB
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