Cyndeo Wealth Partners, LLC Ishares Tr Tips Bd ETF Transaction History

Cyndeo Wealth Partners, LLC

$1.27 Billion
Q2 2024

A detailed history of Cyndeo Wealth Partners, LLC transactions in Ishares Tr Tips Bd ETF stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 151,097 shares of TIP stock, worth $16.7 Million. This represents 1.27% of its overall portfolio holdings.

Number of Shares

151,097

Previous 147,979 2.11%

Holding current value

$16.7 Million

Previous $15.9 Million 1.51%

% of portfolio

1.27%

Previous 1.34%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 30, 2024	BUY	$105.01 - $107.23 $327,421 - $334,343	3,118 Added 2.11%	151,097 $16.1 Million
Q1 2024 Apr 16, 2024	BUY	$105.69 - $108.04 $442,629 - $452,471	4,188 Added 2.91%	147,979 $15.9 Million
Q4 2023 Jan 12, 2024	SELL	$102.12 - $107.97 $1.86 Million - $1.97 Million	-18,262 Reduced 11.27%	143,791 $15.5 Million
Q3 2023 Oct 10, 2023	BUY	$103.4 - $107.7 $566,115 - $589,657	5,475 Added 3.5%	162,053 $16.8 Million
Q2 2023 Jul 27, 2023	BUY	$107.1 - $111.15 $159,900 - $165,946	1,493 Added 0.96%	156,578 $16.9 Million
Q1 2023 Apr 21, 2023	BUY	$106.24 - $110.25 $8.89 Million - $9.23 Million	83,697 Added 117.24%	155,085 $17.1 Million
Q4 2022 Jan 25, 2023	BUY	$104.91 - $110.18 $7.49 Million - $7.87 Million	71,388 New	71,388 $0

Others Institutions Holding TIP

# of Institutions

1,132

Shares Held

114M

Call Options Held

312K

Put Options Held

185K

View Full List

About ISHARES TR TIPS BD ETF

Ticker TIP
Sector ETFs
Industry ETFs

More about TIP

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Cyndeo Wealth Partners, LLC Ishares Tr Tips Bd ETF Transaction History