Cyndeo Wealth Partners, LLC Ishares Russell Mid Cap ETF Transaction History

Cyndeo Wealth Partners, LLC

$1.4 Billion
Q3 2024

A detailed history of Cyndeo Wealth Partners, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 5,843 shares of IWR stock, worth $538,899. This represents 0.04% of its overall portfolio holdings.

Number of Shares

5,843

Previous 5,843 -0.0%

Holding current value

$538,899

Previous $473,000 8.88%

% of portfolio

0.04%

Previous 0.04%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 30, 2024	SELL	$78.66 - $83.59 $4,168 - $4,430	-53 Reduced 0.9%	5,843 $473,000
Q1 2024 Apr 16, 2024	SELL	$75.37 - $84.09 $2,939 - $3,279	-39 Reduced 0.66%	5,896 $495,000
Q4 2023 Jan 12, 2024	BUY	$64.84 - $78.27 $120,796 - $145,817	1,863 Added 45.75%	5,935 $461,000
Q3 2023 Oct 10, 2023	SELL	$68.54 - $75.91 $3,564 - $3,947	-52 Reduced 1.26%	4,072 $281,000
Q2 2023 Jul 27, 2023	SELL	$67.49 - $73.03 $21,664 - $23,442	-321 Reduced 7.22%	4,124 $301,000
Q1 2023 Apr 21, 2023	BUY	$66.27 - $75.04 $33,598 - $38,045	507 Added 12.87%	4,445 $310,000
Q4 2022 Jan 25, 2023	BUY	$62.09 - $71.89 $244,510 - $283,102	3,938 New	3,938 $0

Others Institutions Holding IWR

# of Institutions

1,408

Shares Held

340M

Call Options Held

130K

Put Options Held

26.6K

View Full List

About ISHARES RUSSELL MID-CAP ETF

Ticker IWR
Sector ETFs
Industry ETFs

More about IWR

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Cyndeo Wealth Partners, LLC Ishares Russell Mid Cap ETF Transaction History