Cyndeo Wealth Partners, LLC Ishares Tr Russell 1000 ETF Transaction History

Cyndeo Wealth Partners, LLC

  • $1.42 Billion
  • Q4 2024

A detailed history of Cyndeo Wealth Partners, LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 2,271 shares of IWB stock, worth $696,243. This represents 0.05% of its overall portfolio holdings.

Number of Shares
2,271
Previous 2,661 14.66%
Holding current value
$696,243
Previous $836,000 12.56%
% of portfolio
0.05%
Previous 0.06%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 21, 2025
SELL
$311.11 - $335.64 $121,332 - $130,899
-390 Reduced 14.66%
2,271 $731,000
Q3 2024

Oct 18, 2024
SELL
$283.28 - $314.39 $105,663 - $117,267
-373 Reduced 12.29%
2,661 $836,000
Q2 2024

Jul 30, 2024
BUY
$272.21 - $298.72 $103,712 - $113,812
381 Added 14.36%
3,034 $902,000
Q1 2024

Apr 16, 2024
SELL
$257.46 - $288.1 $5.32 Million - $5.95 Million
-20,654 Reduced 88.62%
2,653 $764,000
Q4 2023

Jan 12, 2024
BUY
$225.16 - $263.17 $5.25 Million - $6.13 Million
23,307 New
23,307 $6.11 Million

Others Institutions Holding IWB

# of Institutions
1,471
Shares Held
98.1M
Call Options Held
79.9K
Put Options Held
306K
View Full List

About ISHARES TR RUSSELL 1000 ETF

IWB Quotes by TradingView
  • Ticker IWB
  • Sector ETFs
  • Industry ETFs
More about IWB
Track This Portfolio

Track Cyndeo Wealth Partners, LLC Portfolio

Follow Cyndeo Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email