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

Cyndeo Wealth Partners, LLC

  • $1.74 Billion
  • Q4 2025

A detailed history of Cyndeo Wealth Partners, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 12,375 shares of IWD stock, worth $2.53 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares
12,375
Previous 9,771 26.65%
Holding current value
$2.53 Million
Previous $1.99 Million 27.4%
% of portfolio
0.15%
Previous 0.12%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 07, 2026
BUY
$199.44 - $208.01 $519,341 - $541,658
2,604 Added 26.65%
12,375 $2.53 Million
Q3 2025

Oct 10, 2025
BUY
$192.76 - $203.86 $192 - $203
1 Added 0.01%
9,771 $1.99 Million
Q2 2025

Jul 24, 2025
BUY
$166.82 - $194.23 $55,050 - $64,095
330 Added 3.5%
9,770 $1.9 Million
Q1 2025

Apr 17, 2025
BUY
$182.82 - $196.21 $915,379 - $982,423
5,007 Added 112.95%
9,440 $1.76 Million
Q4 2024

Jan 21, 2025
SELL
$183.23 - $199.79 $15,391 - $16,782
-84 Reduced 1.86%
4,433 $820,000
Q3 2024

Oct 18, 2024
SELL
$173.36 - $189.8 $346 - $379
-2 Reduced 0.04%
4,517 $857,000
Q2 2024

Jul 30, 2024
SELL
$169.4 - $179.05 $9,825 - $10,384
-58 Reduced 1.27%
4,519 $788,000
Q1 2024

Apr 16, 2024
SELL
$161.84 - $179.11 $2,103 - $2,328
-13 Reduced 0.28%
4,577 $819,000
Q4 2023

Jan 12, 2024
BUY
$143.69 - $165.7 $11,351 - $13,090
79 Added 1.75%
4,590 $758,000
Q3 2023

Oct 10, 2023
SELL
$151.73 - $163.56 $455 - $490
-3 Reduced 0.07%
4,511 $684,000
Q2 2023

Jul 27, 2023
SELL
$148.55 - $157.83 $565,826 - $601,174
-3,809 Reduced 45.76%
4,514 $712,000
Q1 2023

Apr 21, 2023
SELL
$145.2 - $161.56 $170,029 - $189,186
-1,171 Reduced 12.33%
8,323 $1.27 Million
Q4 2022

Jan 25, 2023
BUY
$136.78 - $158.99 $1.3 Million - $1.51 Million
9,494 New
9,494 $0

Others Institutions Holding IWD

# of Institutions
1,997
Shares Held
265M
Call Options Held
342K
Put Options Held
5.28M
View Full List

About ISHARES RUSSELL 1000 VAL ETF

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