Synergy Financial Group, LTD Ishares Core S&P 500 ETF Transaction History

Synergy Financial Group, LTD

$141 Million
Q3 2025

A detailed history of Synergy Financial Group, LTD transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Synergy Financial Group, LTD holds 658 shares of IVV stock, worth $444,353. This represents 0.31% of its overall portfolio holdings.

Number of Shares

658

Previous 661 0.45%

Holding current value

$444,353

Previous $410,000 7.32%

% of portfolio

0.31%

Previous 0.32%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	SELL	$620.67 - $670.08 $1,862 - $2,010	-3 Reduced 0.45%	658 $440,000
Q2 2025 Aug 15, 2025	BUY	$498.8 - $620.9 $7,980 - $9,934	16 Added 2.48%	661 $410,000
Q1 2025 May 14, 2025	SELL	$554.06 - $615.85 $22,162 - $24,634	-40 Reduced 5.84%	645 $362,000
Q4 2024 Feb 04, 2025	BUY	$570.51 - $610.59 $29,096 - $31,140	51 Added 8.04%	685 $403,000
Q2 2023 Aug 16, 2023	BUY	$406.17 - $445.71 $7,311 - $8,022	18 Added 2.92%	634 $282,000

Q1 2023 May 03, 2023	SELL	$381.13 - $418.66 $9,528 - $10,466	-25 Reduced 3.9%	616 $253,000
Q4 2021 Feb 11, 2022	BUY	$430.29 - $479.53 $275,815 - $307,378	641 New	641 $306,000

Others Institutions Holding IVV

# of Institutions

4,137

Shares Held

789M

Call Options Held

3.41M

Put Options Held

2.27M

View Full List

About ISHARES CORE S&P 500 ETF

Ticker IVV
Sector ETFs
Industry ETFs

More about IVV

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Synergy Financial Group, LTD Ishares Core S&P 500 ETF Transaction History