A detailed history of Financial Synergies Wealth Advisors, Inc. transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Financial Synergies Wealth Advisors, Inc. holds 28,385 shares of IVE stock, worth $5.57 Million. This represents 0.7% of its overall portfolio holdings.

Number of Shares
28,385
Previous 28,474 0.31%
Holding current value
$5.57 Million
Previous $5.32 Billion 2.87%
% of portfolio
0.7%
Previous 0.7%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 23, 2024

SELL
$176.58 - $186.7 $15,715 - $16,616
-89 Reduced 0.31%
28,385 $5.17 Billion
Q1 2024

Apr 12, 2024

BUY
$171.09 - $186.81 $108,984 - $118,997
637 Added 2.29%
28,474 $5.32 Billion
Q4 2023

Apr 04, 2024

SELL
$147.64 - $174.21 $33,219 - $39,197
-225 Reduced 0.8%
27,837 $4.04 Billion
Q2 2023

Apr 04, 2024

BUY
$149.72 - $161.19 $14,373 - $15,474
96 Added 0.34%
28,062 $4.52 Billion
Q1 2023

Apr 04, 2024

BUY
$144.21 - $159.47 $18,603 - $20,571
129 Added 0.46%
27,966 $4.24 Billion
Q4 2022

Apr 04, 2024

BUY
$129.68 - $151.79 $45,777 - $53,581
353 Added 1.28%
27,837 $4.04 Billion
Q2 2022

Apr 04, 2024

BUY
$133.27 - $158.52 $3.66 Million - $4.36 Million
27,484 New
27,484 $3.78 Billion
Q1 2022

Apr 05, 2024

BUY
$147.46 - $159.06 $1,179 - $1,272
8 Added 0.46%
1,762 $274 Million
Q4 2021

Apr 05, 2024

BUY
$145.8 - $156.8 $2,770 - $2,979
19 Added 1.1%
1,754 $275 Million
Q2 2021

Apr 05, 2024

BUY
$142.18 - $151.25 $1,990 - $2,117
14 Added 0.81%
1,735 $256 Million
Q4 2020

Apr 05, 2024

SELL
$109.93 - $128.18 $2.87 Million - $3.35 Million
-26,116 Reduced 93.82%
1,721 $220 Million

Others Institutions Holding IVE

About ISHARES S&P 500 VALUE ETF


  • Ticker IVE
  • Sector ETFs
  • Industry ETFs
More about IVE
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