A detailed history of Cyndeo Wealth Partners, LLC transactions in Ishares Tr stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 6,995 shares of IYF stock, worth $865,491. This represents 0.05% of its overall portfolio holdings.

Number of Shares
6,995
Previous 6,585 6.23%
Holding current value
$865,491
Previous $796,000 11.18%
% of portfolio
0.05%
Previous 0.05%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 10, 2025

BUY
$119.89 - $127.16 $49,154 - $52,135
410 Added 6.23%
6,995 $885,000
Q2 2025

Jul 24, 2025

BUY
$99.23 - $120.99 $653,429 - $796,719
6,585 New
6,585 $796,000

Others Institutions Holding IYF

About ISHARES TR


  • Ticker IYF
  • Sector ETFs
  • Industry ETFs
More about IYF
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