Zynergy Retirement Planning Llc Ishares Core S&P 500 ETF Transaction History

Zynergy Retirement Planning Llc

  • $159 Billion
  • Q3 2025

A detailed history of Zynergy Retirement Planning Llc transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Zynergy Retirement Planning Llc holds 56,757 shares of IVV stock, worth $38.3 Million. This represents 23.96% of its overall portfolio holdings.

Number of Shares
56,757
Previous 57,059 0.53%
Holding current value
$38.3 Million
Previous $35.4 Billion 7.22%
% of portfolio
23.96%
Previous 23.76%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 08, 2025
SELL
$620.67 - $670.08 $187,442 - $202,364
-302 Reduced 0.53%
56,757 $38 Billion
Q2 2025

Sep 04, 2025
BUY
$498.8 - $620.9 $1.4 Million - $1.75 Million
2,816 Added 5.19%
57,059 $35.4 Billion
Q1 2025

Apr 24, 2025
BUY
$554.06 - $615.85 $880,955 - $979,201
1,590 Added 3.02%
54,243 $31.9 Billion
Q3 2024

Nov 07, 2024
BUY
$520.18 - $576.82 $793,794 - $880,227
1,526 Added 2.98%
52,653 $30.4 Billion
Q2 2024

Jul 25, 2024
BUY
$497.53 - $549.64 $25.4 Million - $28.1 Million
51,127 New
51,127 $28 Billion

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

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