Financial Synergies Wealth Advisors, Inc. Ishares S&P 500 Value ETF Transaction History
Financial Synergies Wealth Advisors, Inc.
- $742 Billion
- Q2 2024
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
Others Institutions Holding IVE
# of Institutions
1,445Shares Held
140MCall Options Held
110KPut Options Held
9.3K-
Jpmorgan Chase & CO New York, NY17.7MShares$3.46 Billion0.28% of portfolio
-
Morgan Stanley New York, NY12.4MShares$2.43 Billion0.18% of portfolio
-
Envestnet Asset Management Inc12.4MShares$2.43 Billion0.8% of portfolio
-
Bank Of America Corp Charlotte, NC7.72MShares$1.52 Billion0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA7.68MShares$1.51 Billion0.34% of portfolio