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

Cyndeo Wealth Partners, LLC

$1.74 Billion
Q4 2025

A detailed history of Cyndeo Wealth Partners, LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 5,246 shares of IWB stock, worth $1.93 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares

5,246

Previous 938 459.28%

Holding current value

$1.93 Million

Previous $342,000 464.04%

% of portfolio

0.11%

Previous 0.02%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 07, 2026	BUY	$358.39 - $376.54 $1.54 Million - $1.62 Million	4,308 Added 459.28%	5,246 $1.93 Million
Q3 2025 Oct 10, 2025	SELL	$339.37 - $366.46 $339 - $366	-1 Reduced 0.11%	938 $342,000
Q2 2025 Jul 24, 2025	BUY	$272.36 - $339.57 $15,524 - $19,355	57 Added 6.46%	939 $318,000
Q1 2025 Apr 17, 2025	SELL	$302.31 - $337.54 $419,908 - $468,843	-1,389 Reduced 61.16%	882 $269,000
Q4 2024 Jan 21, 2025	SELL	$311.11 - $335.64 $121,332 - $130,899	-390 Reduced 14.66%	2,271 $731,000

Q3 2024 Oct 18, 2024	SELL	$283.28 - $314.39 $105,663 - $117,267	-373 Reduced 12.29%	2,661 $836,000
Q2 2024 Jul 30, 2024	BUY	$272.21 - $298.72 $103,712 - $113,812	381 Added 14.36%	3,034 $902,000
Q1 2024 Apr 16, 2024	SELL	$257.46 - $288.1 $5.32 Million - $5.95 Million	-20,654 Reduced 88.62%	2,653 $764,000
Q4 2023 Jan 12, 2024	BUY	$225.16 - $263.17 $5.25 Million - $6.13 Million	23,307 New	23,307 $6.11 Million

Others Institutions Holding IWB

# of Institutions

1,623

Shares Held

98.5M

Call Options Held

65.9K

Put Options Held

60.7K

View Full List

About ISHARES TR RUSSELL 1000 ETF

Ticker IWB
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Cyndeo Wealth Partners, LLC Ishares Tr Russell 1000 ETF Transaction History