Synergy Asset Management, LLC Ishares Tr Russell 200 Growth Transaction History
Synergy Asset Management, LLC
- $2.76 Billion
- Q3 2025
A detailed history of Synergy Asset Management, LLC transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Synergy Asset Management, LLC holds 2,466 shares of IWY stock, worth $680,739. This represents 0.02% of its overall portfolio holdings.
Number of Shares
2,466Holding current value
$680,739% of portfolio
0.02%Shares
3 transactions
Others Institutions Holding IWY
# of Institutions
672Shares Held
55MCall Options Held
6KPut Options Held
2.7K-
Tiaa, Fsb St. Louis, MO5.94MShares$1.64 Billion3.41% of portfolio
-
Tiaa Trust, National Association Charlotte, NC5.94MShares$1.64 Billion4.0% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA4.79MShares$1.32 Billion5.5% of portfolio
-
First Citizens Bank & Trust CO4.58MShares$1.26 Billion22.42% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN3.18MShares$878 Million0.21% of portfolio