Cyndeo Wealth Partners, LLC Ishares Tr Russell 200 Value E Transaction History

Cyndeo Wealth Partners, LLC

  • $1.74 Billion
  • Q4 2025

A detailed history of Cyndeo Wealth Partners, LLC transactions in Ishares Tr Russell 200 Value E stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 3,411 shares of IWX stock, worth $304,295. This represents 0.02% of its overall portfolio holdings.

Number of Shares
3,411
Previous 3,411 -0.0%
Holding current value
$304,295
Previous $299,000 1.67%
% of portfolio
0.02%
Previous 0.02%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 24, 2025
SELL
$73.26 - $84.19 $54,065 - $62,132
-738 Reduced 17.79%
3,411 $287,000
Q1 2025

Apr 17, 2025
BUY
$78.54 - $84.86 $325,862 - $352,084
4,149 New
4,149 $340,000

Others Institutions Holding IWX

# of Institutions
244
Shares Held
45.3M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR RUSSELL 200 VALUE E

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