Cyndeo Wealth Partners, LLC Ishares Russell 2000 ETF Transaction History

Cyndeo Wealth Partners, LLC

$1.42 Billion
Q4 2024

A detailed history of Cyndeo Wealth Partners, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 2,472 shares of IWM stock, worth $565,321. This represents 0.04% of its overall portfolio holdings.

Number of Shares

2,472

Previous 2,666 7.28%

Holding current value

$565,321

Previous $588,000 7.14%

% of portfolio

0.04%

Previous 0.04%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	SELL	$216.13 - $242.4 $41,929 - $47,025	-194 Reduced 7.28%	2,472 $546,000
Q2 2024 Jul 30, 2024	SELL	$192.84 - $209.44 $964 - $1,047	-5 Reduced 0.19%	2,666 $540,000
Q1 2024 Apr 16, 2024	BUY	$189.48 - $210.3 $2,273 - $2,523	12 Added 0.45%	2,671 $561,000
Q4 2023 Jan 12, 2024	SELL	$162.21 - $204.82 $7,299 - $9,216	-45 Reduced 1.66%	2,659 $533,000
Q3 2023 Oct 10, 2023	SELL	$174.36 - $198.71 $37,138 - $42,325	-213 Reduced 7.3%	2,704 $477,000
Q2 2023 Jul 27, 2023	SELL	$170.4 - $187.93 $47,200 - $52,056	-277 Reduced 8.67%	2,917 $546,000
Q1 2023 Apr 21, 2023	BUY	$170.25 - $198.32 $66,227 - $77,146	389 Added 13.87%	3,194 $569,000
Q4 2022 Jan 25, 2023	BUY	$166.81 - $188.05 $467,902 - $527,480	2,805 New	2,805 $0

Others Institutions Holding IWM

# of Institutions

2,730

Shares Held

307M

Call Options Held

232M

Put Options Held

525M

View Full List

About ISHARES RUSSELL 2000 ETF

Ticker IWM
Sector ETFs
Industry ETFs

More about IWM

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Cyndeo Wealth Partners, LLC Ishares Russell 2000 ETF Transaction History