Synergy Investment Management, LLC Ishares Tr Transaction History
Synergy Investment Management, LLC
- $166 Billion
- Q2 2025
A detailed history of Synergy Investment Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Synergy Investment Management, LLC holds 1,606 shares of ITA stock, worth $331,237. This represents 0.18% of its overall portfolio holdings.
Number of Shares
1,606
Previous 1,856
13.47%
Holding current value
$331,237
Previous $284 Million
6.62%
% of portfolio
0.18%
Previous 0.12%
Shares
2 transactions
Others Institutions Holding ITA
# of Institutions
881Shares Held
21.4MCall Options Held
1.04MPut Options Held
441K-
Bank Of America Corp Charlotte, NC3MShares$619 Million0.04% of portfolio
-
Morgan Stanley New York, NY1.84MShares$379 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.49MShares$308 Million0.1% of portfolio
-
Wells Fargo & Company San Francisco, CA893KShares$184 Million0.04% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN778KShares$160 Million0.04% of portfolio