Cyndeo Wealth Partners, LLC Ishares Russell 1000 Gr 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 Gr ETF stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 18,331 shares of IWF stock, worth $8.63 Million. This represents 0.5% of its overall portfolio holdings.

Number of Shares

18,331

Previous 18,871 2.86%

Holding current value

$8.63 Million

Previous $8.01 Million 7.16%

% of portfolio

0.5%

Previous 0.5%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 10, 2025	SELL	$420.11 - $472.68 $226,859 - $255,247	-540 Reduced 2.86%	18,331 $8.59 Million
Q2 2025 Jul 24, 2025	BUY	$320.42 - $424.58 $464,609 - $615,641	1,450 Added 8.32%	18,871 $8.01 Million
Q1 2025 Apr 17, 2025	BUY	$360.07 - $417.26 $4.37 Million - $5.06 Million	12,133 Added 229.44%	17,421 $6.28 Million
Q4 2024 Jan 21, 2025	SELL	$370.24 - $418.94 $30,729 - $34,772	-83 Reduced 1.55%	5,288 $2.12 Million
Q3 2024 Oct 18, 2024	SELL	$332.02 - $382.76 $4,316 - $4,975	-13 Reduced 0.24%	5,371 $2.02 Million

Q2 2024 Jul 30, 2024	SELL	$316.15 - $367.33 $13,278 - $15,427	-42 Reduced 0.77%	5,384 $1.96 Million
Q1 2024 Apr 16, 2024	SELL	$294.43 - $339.01 $1.09 Million - $1.26 Million	-3,717 Reduced 40.65%	5,426 $1.83 Million
Q4 2023 Jan 12, 2024	BUY	$256.94 - $304.21 $913,935 - $1.08 Million	3,557 Added 63.68%	9,143 $2.77 Million
Q3 2023 Oct 10, 2023	SELL	$263.8 - $285.38 $63,575 - $68,776	-241 Reduced 4.14%	5,586 $1.49 Million
Q2 2023 Jul 27, 2023	SELL	$239.31 - $275.18 $531,268 - $610,899	-2,220 Reduced 27.59%	5,827 $1.6 Million
Q1 2023 Apr 21, 2023	BUY	$209.92 - $244.33 $93,624 - $108,971	446 Added 5.87%	8,047 $1.97 Million
Q4 2022 Jan 25, 2023	BUY	$207.03 - $232.89 $1.57 Million - $1.77 Million	7,601 New	7,601 $0

Others Institutions Holding IWF

# of Institutions

2,629

Shares Held

205M

Call Options Held

534K

Put Options Held

288K

View Full List

About ISHARES RUSSELL 1000 GR ETF

Ticker IWF
Sector ETFs
Industry ETFs

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