Cyndeo Wealth Partners, LLC Ishares Tr Ibonds Dec 2025 Ter Transaction History

Cyndeo Wealth Partners, LLC

  • $1.47 Billion
  • Q1 2025

A detailed history of Cyndeo Wealth Partners, LLC transactions in Ishares Tr Ibonds Dec 2025 Ter stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 141,862 shares of IBMN stock, worth $3.8 Million. This represents 0.26% of its overall portfolio holdings.

Number of Shares
141,862
Previous 166,430 14.76%
Holding current value
$3.8 Million
Previous $4.43 Million 14.36%
% of portfolio
0.26%
Previous 0.31%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 17, 2025
SELL
$26.63 - $26.75 $654,245 - $657,194
-24,568 Reduced 14.76%
141,862 $3.79 Million
Q4 2024

Jan 21, 2025
BUY
$26.55 - $26.67 $189,142 - $189,997
7,124 Added 4.47%
166,430 $4.43 Million
Q3 2024

Oct 18, 2024
BUY
$26.42 - $26.67 $435,533 - $439,654
16,485 Added 11.54%
159,306 $4.25 Million
Q2 2024

Jul 30, 2024
SELL
$26.34 - $26.49 $98,090 - $98,648
-3,724 Reduced 2.54%
142,821 $3.78 Million
Q1 2024

Apr 16, 2024
BUY
$26.4 - $26.55 $21,912 - $22,036
830 Added 0.57%
146,545 $3.88 Million
Q4 2023

Jan 12, 2024
SELL
$26.02 - $26.55 $425,765 - $434,437
-16,363 Reduced 10.1%
145,715 $3.87 Million
Q3 2023

Oct 10, 2023
SELL
$26.08 - $26.38 $47,752 - $48,301
-1,831 Reduced 1.12%
162,078 $4.23 Million
Q2 2023

Jul 27, 2023
SELL
$26.14 - $26.64 $385,120 - $392,487
-14,733 Reduced 8.25%
163,909 $4.32 Million
Q1 2023

Apr 21, 2023
BUY
$26.16 - $26.7 $829,612 - $846,737
31,713 Added 21.58%
178,642 $4.75 Million
Q4 2022

Jan 25, 2023
BUY
$25.83 - $26.5 $3.8 Million - $3.89 Million
146,929 New
146,929 $0

Others Institutions Holding IBMN

# of Institutions
179
Shares Held
17.7M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2025 TER

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