Cyndeo Wealth Partners, LLC Ishares Dj Us Tech ETF Transaction History

Cyndeo Wealth Partners, LLC

$1.61 Billion
Q2 2025

A detailed history of Cyndeo Wealth Partners, LLC transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 10,540 shares of IYW stock, worth $2.12 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares

10,540

Previous 12,419 15.13%

Holding current value

$2.12 Million

Previous $1.74 Million 4.7%

% of portfolio

0.11%

Previous 0.12%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 24, 2025	SELL	$122.57 - $173.27 $230,309 - $325,574	-1,879 Reduced 15.13%	10,540 $1.83 Million
Q1 2025 Apr 17, 2025	SELL	$140.44 - $166.79 $12,920 - $15,344	-92 Reduced 0.74%	12,419 $1.74 Million
Q4 2024 Jan 21, 2025	SELL	$148.14 - $166.23 $30,961 - $34,742	-209 Reduced 1.64%	12,511 $2 Million
Q3 2024 Oct 18, 2024	SELL	$133.16 - $158.73 $21,172 - $25,238	-159 Reduced 1.23%	12,720 $1.93 Million
Q2 2024 Jul 30, 2024	BUY	$124.75 - $153.46 $389,095 - $478,641	3,119 Added 31.96%	12,879 $1.94 Million
Q1 2024 Apr 16, 2024	BUY	$117.5 - $136.59 $369,420 - $429,438	3,144 Added 47.52%	9,760 $1.32 Million
Q4 2023 Jan 12, 2024	BUY	$101.31 - $123.31 $670,266 - $815,818	6,616 New	6,616 $812,000

Others Institutions Holding IYW

# of Institutions

1,312

Shares Held

88.9M

Call Options Held

281K

Put Options Held

235K

View Full List

About ISHARES DJ US TECH ETF

Ticker IYW
Sector ETFs
Industry ETFs

More about IYW

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Cyndeo Wealth Partners, LLC Ishares Dj Us Tech ETF Transaction History