Synergy Investment Management, LLC Ishares Morningstar U.S. Equit Transaction History

Synergy Investment Management, LLC

$166 Billion
Q2 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 06, 2025	BUY	$78.43 - $84.56 $223,211 - $240,657	2,846 New	2,846 $231 Million

Others Institutions Holding ILCB

# of Institutions

191

Shares Held

5.49M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

526K
Shares

$48.5 Million
0.0% of portfolio
Ameriprise Financial Inc Minneapolis, MN

494K
Shares

$45.6 Million
0.01% of portfolio
Exchange Traded Concepts, LLC

471K
Shares

$43.4 Million
0.42% of portfolio
Equitable Holdings, Inc. New York, NY

384K
Shares

$35.4 Million
0.29% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

269K
Shares

$24.8 Million
0.04% of portfolio

About ISHARES MORNINGSTAR U.S. EQUIT

Ticker ILCB
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