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 $763,124. This represents 0.05% of its overall portfolio holdings.

Number of Shares
2,271
Previous 2,661 14.66%
Holding current value
$763,124
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
1,457
Shares Held
96.1M
Call Options Held
247K
Put Options Held
168K
View Full List

About ISHARES TR RUSSELL 1000 ETF

IWB Quotes by TradingView
  • Ticker IWB
  • Sector ETFs
  • Industry ETFs
More about IWB
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