Financial Synergies Wealth Advisors, Inc. Ishares S&P 500 Value ETF Transaction History
Financial Synergies Wealth Advisors, Inc.
- $918 Billion
- Q2 2025
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 30,916 shares of IVE stock, worth $6.33 Million. This represents 0.66% of its overall portfolio holdings.
Number of Shares
30,916
Previous 30,793
0.4%
Holding current value
$6.33 Million
Previous $5.87 Billion
2.95%
% of portfolio
0.66%
Previous 0.71%
Shares
15 transactions
Others Institutions Holding IVE
# of Institutions
1,711Shares Held
166MCall Options Held
93.3KPut Options Held
41K-
Envestnet Asset Management Inc21MShares$4.29 Billion1.26% of portfolio
-
Jpmorgan Chase & CO New York, NY17.8MShares$3.64 Billion0.27% of portfolio
-
Morgan Stanley New York, NY14.1MShares$2.89 Billion0.19% of portfolio
-
Bank Of America Corp Charlotte, NC8.32MShares$1.7 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.91MShares$1.62 Billion0.55% of portfolio