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

Cyndeo Wealth Partners, LLC

  • $1.4 Billion
  • Q3 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 2,661 shares of IWB stock, worth $857,267. This represents 0.06% of its overall portfolio holdings.

Number of Shares
2,661
Previous 3,034 12.29%
Holding current value
$857,267
Previous $902,000 7.32%
% of portfolio
0.06%
Previous 0.07%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,374
Shares Held
93.3M
Call Options Held
221K
Put Options Held
52.5K
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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