Synergy Asset Management, LLC Ishares Tr Transaction History

Synergy Asset Management, LLC

  • $902 Million
  • Q4 2025

A detailed history of Synergy Asset Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Synergy Asset Management, LLC holds 3,305 shares of IYH stock, worth $211,090. This represents 0.02% of its overall portfolio holdings.

Number of Shares
3,305
Holding current value
$211,090
% of portfolio
0.02%

Shares

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

Jan 13, 2026
BUY
$59.84 - $64.29 $197,771 - $212,478
3,305 New
3,305 $211,000
Q4 2024

Jan 23, 2025
BUY
$57.53 - $65.24 $17,546 - $19,898
305 New
305 $17,000

Others Institutions Holding IYH

# of Institutions
566
Shares Held
24.1M
Call Options Held
5.5K
Put Options Held
4.4K
View Full List

About ISHARES TR

IYH Quotes by TradingView
  • Ticker IYH
  • Sector ETFs
  • Industry ETFs
More about IYH
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.

Choose your preferred platform and Sign Up 👇 Telegram Email