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

Cyndeo Wealth Partners, LLC

  • $1.42 Billion
  • Q4 2024

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 12,511 shares of IYW stock, worth $2 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares
12,511
Previous 12,720 1.64%
Holding current value
$2 Million
Previous $1.93 Million 3.48%
% of portfolio
0.14%
Previous 0.14%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,187
Shares Held
81.4M
Call Options Held
76.9K
Put Options Held
33.6K
View Full List

About ISHARES DJ US TECH ETF

IYW Quotes by TradingView
  • Ticker IYW
  • Sector ETFs
  • Industry ETFs
More about IYW
Track This Portfolio

Track Cyndeo Wealth Partners, LLC Portfolio

Follow Cyndeo Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cyndeo Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cyndeo Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email