Cyndeo Wealth Partners, LLC Ishares Tr Russell 200 Growth 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 Growth stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 17,399 shares of IWY stock, worth $4.8 Million. This represents 0.28% of its overall portfolio holdings.

Number of Shares
17,399
Previous 20,507 15.16%
Holding current value
$4.8 Million
Previous $5.61 Million 14.42%
% of portfolio
0.28%
Previous 0.33%

Shares

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

Jan 07, 2026
SELL
$268.43 - $288.26 $834,280 - $895,912
-3,108 Reduced 15.16%
17,399 $4.8 Million
Q2 2025

Jul 24, 2025
BUY
$187.5 - $246.51 $368,812 - $484,885
1,967 Added 10.61%
20,507 $5.06 Million
Q1 2025

Apr 17, 2025
BUY
$210.19 - $243.33 $3.5 Million - $4.06 Million
16,665 Added 888.8%
18,540 $3.9 Million
Q4 2022

Jan 25, 2023
BUY
$117.55 - $131.34 $220,406 - $246,262
1,875 New
1,875 $0

Others Institutions Holding IWY

# of Institutions
670
Shares Held
55.1M
Call Options Held
6K
Put Options Held
2.7K
View Full List

About ISHARES TR RUSSELL 200 GROWTH

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