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

Cyndeo Wealth Partners, LLC

  • $1.72 Billion
  • Q3 2025

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 9,542 shares of IWR stock, worth $902,864. This represents 0.05% of its overall portfolio holdings.

Number of Shares
9,542
Previous 9,471 0.75%
Holding current value
$902,864
Previous $871,000 5.74%
% of portfolio
0.05%
Previous 0.05%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 10, 2025
BUY
$92.26 - $97.51 $6,550 - $6,923
71 Added 0.75%
9,542 $921,000
Q2 2025

Jul 24, 2025
BUY
$74.88 - $91.97 $17,372 - $21,337
232 Added 2.51%
9,471 $871,000
Q1 2025

Apr 17, 2025
BUY
$82.81 - $92.93 $281,222 - $315,590
3,396 Added 58.12%
9,239 $785,000
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
1,633
Shares Held
391M
Call Options Held
208K
Put Options Held
28.7K
View Full List

About ISHARES RUSSELL MID-CAP ETF

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