Synergy Investment Management, LLC Ishares Core S&P U.S. Value Et Transaction History
Synergy Investment Management, LLC
- $233 Billion
- Q4 2024
A detailed history of Synergy Investment Management, LLC transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Synergy Investment Management, LLC holds 108,993 shares of IUSV stock, worth $10.3 Million. This represents 4.34% of its overall portfolio holdings.
Number of Shares
108,993Holding current value
$10.3 Million% of portfolio
4.34%Shares
1 transactions
Others Institutions Holding IUSV
# of Institutions
750Shares Held
168MCall Options Held
2.9KPut Options Held
0-
Bank Of America Corp Charlotte, NC65.6MShares$6.19 Billion0.53% of portfolio
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Lpl Financial LLC Fort Mill, SC13.8MShares$1.3 Billion0.54% of portfolio
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Morgan Stanley New York, NY8.63MShares$815 Million0.06% of portfolio
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Ronald Blue Trust, Inc. Brentwood, TN4.65MShares$439 Million5.6% of portfolio
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Jones Financial Companies Lllp4.31MShares$406 Million0.38% of portfolio