Financial Synergies Wealth Advisors, Inc. Ishares Core S&P 500 ETF Transaction History
Financial Synergies Wealth Advisors, Inc.
- $742 Billion
- Q2 2024
A detailed history of Financial Synergies Wealth Advisors, Inc. transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Financial Synergies Wealth Advisors, Inc. holds 224,868 shares of IVV stock, worth $123 Million. This represents 16.58% of its overall portfolio holdings.
Number of Shares
224,868
Previous 231,180
2.73%
Holding current value
$123 Million
Previous $122 Billion
1.25%
% of portfolio
16.58%
Previous 15.95%
Shares
22 transactions
Others Institutions Holding IVV
# of Institutions
3,259Shares Held
621MCall Options Held
796KPut Options Held
612K-
Black Rock Inc. New York, NY63.6MShares$34.8 Billion0.79% of portfolio
-
Northwestern Mutual Wealth Management CO32.3MShares$17.7 Billion17.47% of portfolio
-
Envestnet Asset Management Inc29.7MShares$16.3 Billion5.94% of portfolio
-
Bank Of America Corp Charlotte, NC23.5MShares$12.9 Billion1.17% of portfolio
-
Creative Planning Overland Park, KS20.6MShares$11.3 Billion12.02% of portfolio