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

Synergy Financial Group, LTD

  • $113 Million
  • Q4 2024

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 685 shares of IVV stock, worth $419,685. This represents 0.36% of its overall portfolio holdings.

Number of Shares
685
Previous 634 8.04%
Holding current value
$419,685
Previous $365,000 10.41%
% of portfolio
0.36%
Previous 0.35%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
3,809
Shares Held
760M
Call Options Held
1.98M
Put Options Held
2.31M
View Full List

About ISHARES CORE S&P 500 ETF

IVV Quotes by TradingView
  • Ticker IVV
  • Sector ETFs
  • Industry ETFs
More about IVV
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