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

Cyndeo Wealth Partners, LLC

$1.74 Billion
Q4 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 12,073 shares of IYW stock, worth $2.4 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares

12,073

Previous 10,498 15.0%

Holding current value

$2.4 Million

Previous $2.06 Million 16.93%

% of portfolio

0.14%

Previous 0.12%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 07, 2026	BUY	$192.8 - $211.27 $303,660 - $332,750	1,575 Added 15.0%	12,073 $2.4 Million
Q3 2025 Oct 10, 2025	SELL	$171.38 - $197.01 $7,197 - $8,274	-42 Reduced 0.4%	10,498 $2.06 Million
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

1,361

Shares Held

67M

Call Options Held

103K

Put Options Held

183K

View Full List

About ISHARES DJ US TECH ETF

Ticker IYW
Sector ETFs
Industry ETFs

More about IYW

Track This Portfolio

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.

Account

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