Synergy Investment Management, LLC Ishares S&P 500 Growth ETF Transaction History

Synergy Investment Management, LLC

  • $166 Billion
  • Q2 2025

A detailed history of Synergy Investment Management, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Synergy Investment Management, LLC holds 10,744 shares of IVW stock, worth $1.23 Million. This represents 0.71% of its overall portfolio holdings.

Number of Shares
10,744
Previous 10,670 0.69%
Holding current value
$1.23 Million
Previous $991 Million 19.43%
% of portfolio
0.71%
Previous 0.41%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 11, 2025
BUY
$82.96 - $110.1 $6,139 - $8,147
74 Added 0.69%
10,744 $1.18 Billion
Q1 2025

Apr 29, 2025
SELL
$92.45 - $106.69 $23,389 - $26,992
-253 Reduced 2.32%
10,670 $991 Million
Q4 2024

Feb 06, 2025
BUY
$94.43 - $105.47 $1.03 Million - $1.15 Million
10,923 New
10,923 $1.11 Billion

Others Institutions Holding IVW

# of Institutions
2,069
Shares Held
420M
Call Options Held
196K
Put Options Held
101K
View Full List

About ISHARES S&P 500 GROWTH ETF

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