Synergy Asset Management, LLC Ishares 1 3 International Trea Transaction History

Synergy Asset Management, LLC

$902 Million
Q4 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 15, 2023	BUY	$38.14 - $41.15 $9.62 Million - $10.4 Million	252,123 New	252,123 $10.1 Million

Others Institutions Holding IGOV

# of Institutions

143

Shares Held

8.85M

Call Options Held

0

Put Options Held

0

Creative Planning Overland Park, KS

1.3M
Shares

$54.7 Million
0.04% of portfolio
Checchi Capital Advisers, LLC Beverly Hills, CA

617K
Shares

$26 Million
1.36% of portfolio
Kovitz Investment Group Partners, LLC

437K
Shares

$18.4 Million
0.08% of portfolio
Wells Fargo & Company San Francisco, CA

423K
Shares

$17.8 Million
0.0% of portfolio
Morgan Stanley New York, NY

274K
Shares

$11.5 Million
0.0% of portfolio

About ISHARES 1-3 INTERNATIONAL TREA

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