Cyndeo Wealth Partners, LLC Ishares Russell 2000 ETF Transaction History

Cyndeo Wealth Partners, LLC

  • $1.61 Billion
  • Q2 2025

A detailed history of Cyndeo Wealth Partners, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 2,459 shares of IWM stock, worth $606,684. This represents 0.03% of its overall portfolio holdings.

Number of Shares
2,459
Previous 2,566 4.17%
Holding current value
$606,684
Previous $511,000 3.72%
% of portfolio
0.03%
Previous 0.03%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 24, 2025
SELL
$174.82 - $215.79 $18,705 - $23,089
-107 Reduced 4.17%
2,459 $530,000
Q1 2025

Apr 17, 2025
BUY
$198.1 - $229.79 $18,621 - $21,600
94 Added 3.8%
2,566 $511,000
Q4 2024

Jan 21, 2025
SELL
$216.13 - $242.4 $41,929 - $47,025
-194 Reduced 7.28%
2,472 $546,000
Q2 2024

Jul 30, 2024
SELL
$192.84 - $209.44 $964 - $1,047
-5 Reduced 0.19%
2,666 $540,000
Q1 2024

Apr 16, 2024
BUY
$189.48 - $210.3 $2,273 - $2,523
12 Added 0.45%
2,671 $561,000
Q4 2023

Jan 12, 2024
SELL
$162.21 - $204.82 $7,299 - $9,216
-45 Reduced 1.66%
2,659 $533,000
Q3 2023

Oct 10, 2023
SELL
$174.36 - $198.71 $37,138 - $42,325
-213 Reduced 7.3%
2,704 $477,000
Q2 2023

Jul 27, 2023
SELL
$170.4 - $187.93 $47,200 - $52,056
-277 Reduced 8.67%
2,917 $546,000
Q1 2023

Apr 21, 2023
BUY
$170.25 - $198.32 $66,227 - $77,146
389 Added 13.87%
3,194 $569,000
Q4 2022

Jan 25, 2023
BUY
$166.81 - $188.05 $467,902 - $527,480
2,805 New
2,805 $0

Others Institutions Holding IWM

# of Institutions
2,924
Shares Held
304M
Call Options Held
285M
Put Options Held
617M
View Full List

About ISHARES RUSSELL 2000 ETF

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