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

Cyndeo Wealth Partners, LLC

$1.42 Billion
Q4 2024

A detailed history of Cyndeo Wealth Partners, LLC transactions in Ishares Russell 1000 Gr ETF stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 5,288 shares of IWF stock, worth $2.15 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares

5,288

Previous 5,371 1.55%

Holding current value

$2.15 Million

Previous $2.02 Million 5.31%

% of portfolio

0.15%

Previous 0.14%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	SELL	$370.24 - $418.94 $30,729 - $34,772	-83 Reduced 1.55%	5,288 $2.12 Million
Q3 2024 Oct 18, 2024	SELL	$332.02 - $382.76 $4,316 - $4,975	-13 Reduced 0.24%	5,371 $2.02 Million
Q2 2024 Jul 30, 2024	SELL	$316.15 - $367.33 $13,278 - $15,427	-42 Reduced 0.77%	5,384 $1.96 Million
Q1 2024 Apr 16, 2024	SELL	$294.43 - $339.01 $1.09 Million - $1.26 Million	-3,717 Reduced 40.65%	5,426 $1.83 Million
Q4 2023 Jan 12, 2024	BUY	$256.94 - $304.21 $913,935 - $1.08 Million	3,557 Added 63.68%	9,143 $2.77 Million
Q3 2023 Oct 10, 2023	SELL	$263.8 - $285.38 $63,575 - $68,776	-241 Reduced 4.14%	5,586 $1.49 Million
Q2 2023 Jul 27, 2023	SELL	$239.31 - $275.18 $531,268 - $610,899	-2,220 Reduced 27.59%	5,827 $1.6 Million
Q1 2023 Apr 21, 2023	BUY	$209.92 - $244.33 $93,624 - $108,971	446 Added 5.87%	8,047 $1.97 Million
Q4 2022 Jan 25, 2023	BUY	$207.03 - $232.89 $1.57 Million - $1.77 Million	7,601 New	7,601 $0

Others Institutions Holding IWF

# of Institutions

2,331

Shares Held

205M

Call Options Held

337K

Put Options Held

137K

View Full List

About ISHARES RUSSELL 1000 GR ETF

Ticker IWF
Sector ETFs
Industry ETFs

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