A detailed history of Synergy Asset Management, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Synergy Asset Management, LLC holds 116 shares of IVV stock, worth $70,330. This represents 0.01% of its overall portfolio holdings.

Number of Shares
116
Holding current value
$70,330
% of portfolio
0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 23, 2025

BUY
$570.51 - $610.59 $66,179 - $70,828
116 New
116 $68,000
Q1 2021

May 17, 2021

SELL
$370.22 - $398.75 $248,787 - $267,960
-672 Closed
0 $0
Q4 2020

Feb 12, 2021

BUY
$327.62 - $375.39 $220,160 - $252,262
672 New
672 $252,000

Others Institutions Holding IVV

About ISHARES CORE S&P 500 ETF


  • Ticker IVV
  • Sector ETFs
  • Industry ETFs
More about IVV
Track This Portfolio

Track Synergy Asset Management, LLC Portfolio

Follow Synergy Asset Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Synergy Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Synergy Asset Management, LLC with notifications on news.