Financial Synergies Wealth Advisors, Inc. Ishares S&P 500 Value ETF Transaction History

Financial Synergies Wealth Advisors, Inc.

$822 Billion
Q1 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 30,793 shares of IVE stock, worth $5.79 Million. This represents 0.71% of its overall portfolio holdings.

Number of Shares

30,793

Previous 28,709 7.26%

Holding current value

$5.79 Million

Previous $5.48 Billion 7.09%

% of portfolio

0.71%

Previous 0.68%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 30, 2025	BUY	$185.78 - $198.58 $387,165 - $413,840	2,084 Added 7.26%	30,793 $5.87 Billion
Q4 2024 Jan 27, 2025	BUY	$189.5 - $206.17 $30,320 - $32,987	160 Added 0.56%	28,709 $5.48 Billion
Q3 2024 Oct 07, 2024	BUY	$181.06 - $197.17 $29,693 - $32,335	164 Added 0.58%	28,549 $5.63 Billion
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

# of Institutions

1,696

Shares Held

160M

Call Options Held

124K

Put Options Held

51.5K

View Full List

About ISHARES S&P 500 VALUE ETF

Ticker IVE
Sector ETFs
Industry ETFs

More about IVE

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Financial Synergies Wealth Advisors, Inc. Ishares S&P 500 Value ETF Transaction History