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

Cyndeo Wealth Partners, LLC

$1.72 Billion
Q3 2025

A detailed history of Cyndeo Wealth Partners, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 9,771 shares of IWD stock, worth $2 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares

9,771

Previous 9,770 0.01%

Holding current value

$2 Million

Previous $1.9 Million 4.85%

% of portfolio

0.12%

Previous 0.12%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 10, 2025	BUY	$192.76 - $203.86 $192 - $203	1 Added 0.01%	9,771 $1.99 Million
Q2 2025 Jul 24, 2025	BUY	$166.82 - $194.23 $55,050 - $64,095	330 Added 3.5%	9,770 $1.9 Million
Q1 2025 Apr 17, 2025	BUY	$182.82 - $196.21 $915,379 - $982,423	5,007 Added 112.95%	9,440 $1.76 Million
Q4 2024 Jan 21, 2025	SELL	$183.23 - $199.79 $15,391 - $16,782	-84 Reduced 1.86%	4,433 $820,000
Q3 2024 Oct 18, 2024	SELL	$173.36 - $189.8 $346 - $379	-2 Reduced 0.04%	4,517 $857,000

Q2 2024 Jul 30, 2024	SELL	$169.4 - $179.05 $9,825 - $10,384	-58 Reduced 1.27%	4,519 $788,000
Q1 2024 Apr 16, 2024	SELL	$161.84 - $179.11 $2,103 - $2,328	-13 Reduced 0.28%	4,577 $819,000
Q4 2023 Jan 12, 2024	BUY	$143.69 - $165.7 $11,351 - $13,090	79 Added 1.75%	4,590 $758,000
Q3 2023 Oct 10, 2023	SELL	$151.73 - $163.56 $455 - $490	-3 Reduced 0.07%	4,511 $684,000
Q2 2023 Jul 27, 2023	SELL	$148.55 - $157.83 $565,826 - $601,174	-3,809 Reduced 45.76%	4,514 $712,000
Q1 2023 Apr 21, 2023	SELL	$145.2 - $161.56 $170,029 - $189,186	-1,171 Reduced 12.33%	8,323 $1.27 Million
Q4 2022 Jan 25, 2023	BUY	$136.78 - $158.99 $1.3 Million - $1.51 Million	9,494 New	9,494 $0

Others Institutions Holding IWD

# of Institutions

1,996

Shares Held

265M

Call Options Held

342K

Put Options Held

5.28M

View Full List

About ISHARES RUSSELL 1000 VAL ETF

Ticker IWD
Sector ETFs
Industry ETFs

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