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

Financial Synergies Wealth Advisors, Inc.

  • $762 Billion
  • Q1 2024

A detailed history of Financial Synergies Wealth Advisors, Inc. transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Financial Synergies Wealth Advisors, Inc. holds 231,180 shares of IVV stock, worth $129 Million. This represents 15.95% of its overall portfolio holdings.

Number of Shares
231,180
Previous 244,233 5.34%
Holding current value
$129 Million
Previous $93.8 Billion 29.52%
% of portfolio
15.95%
Previous 14.53%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 12, 2024
SELL
$469.56 - $525.73 $6.13 Million - $6.86 Million
-13,053 Reduced 5.34%
231,180 $122 Billion
Q4 2023

Apr 04, 2024
BUY
$412.55 - $479.0 $1.04 Million - $1.21 Million
2,521 Added 1.04%
244,233 $93.8 Billion
Q3 2023

Apr 04, 2024
BUY
$427.76 - $460.18 $366,162 - $393,914
856 Added 0.36%
241,712 $104 Billion
Q2 2023

Apr 04, 2024
SELL
$406.17 - $445.71 $571,887 - $627,559
-1,408 Reduced 0.58%
240,856 $107 Billion
Q1 2023

Apr 04, 2024
SELL
$381.13 - $418.66 $750,444 - $824,341
-1,969 Reduced 0.81%
242,264 $99.6 Billion
Q4 2022

Apr 04, 2024
SELL
$374.51 - $409.32 $1.02 Million - $1.12 Million
-2,734 Reduced 1.11%
244,233 $93.8 Billion
Q3 2022

Apr 04, 2024
BUY
$371.42 - $432.04 $285,621 - $332,238
769 Added 0.31%
246,967 $88.6 Billion
Q2 2022

Apr 04, 2024
BUY
$366.99 - $458.8 $90.4 Million - $113 Million
246,198 New
246,198 $93.3 Billion
Q1 2022

Apr 05, 2024
SELL
$418.06 - $479.84 $2.62 Million - $3.01 Million
-6,275 Reduced 2.76%
221,125 $100 Billion
Q4 2021

Apr 05, 2024
SELL
$430.29 - $479.53 $1.27 Million - $1.41 Million
-2,943 Reduced 1.28%
227,400 $108 Billion
Q3 2021

Apr 05, 2024
SELL
$426.8 - $455.27 $724,279 - $772,593
-1,697 Reduced 0.73%
230,343 $99.2 Billion
Q2 2021

Apr 05, 2024
BUY
$402.08 - $429.92 $1.89 Million - $2.02 Million
4,689 Added 2.06%
232,040 $99.8 Billion
Q1 2021

Apr 05, 2024
BUY
$370.22 - $398.75 $1.72 Million - $1.85 Million
4,647 Added 2.09%
227,351 $90.4 Billion
Q4 2020

Apr 05, 2024
BUY
$327.62 - $375.39 $8.29 Million - $9.5 Million
25,312 Added 12.82%
222,704 $83.6 Billion
Q3 2020

Apr 05, 2024
BUY
$311.81 - $359.24 $4.17 Million - $4.8 Million
13,371 Added 7.27%
197,392 $66.3 Billion
Q2 2020

Apr 05, 2024
BUY
$246.8 - $324.4 $700,171 - $920,322
2,837 Added 1.57%
184,021 $57 Billion
Q1 2020

Apr 05, 2024
SELL
$224.65 - $339.88 $278,566 - $421,451
-1,240 Reduced 0.68%
181,184 $46.8 Billion
Q4 2019

Apr 05, 2024
SELL
$289.63 - $324.32 $730,157 - $817,610
-2,521 Reduced 1.36%
182,424 $59 Billion
Q3 2019

Apr 05, 2024
BUY
$285.57 - $303.77 $409,507 - $435,606
1,434 Added 0.78%
184,945 $55.2 Billion
Q2 2019

Apr 05, 2024
BUY
$276.38 - $296.02 $812,004 - $869,706
2,938 Added 1.63%
183,511 $54.1 Billion
Q1 2019

Apr 05, 2024
SELL
$245.43 - $286.57 $15.6 Million - $18.2 Million
-63,660 Reduced 26.07%
180,573 $51.4 Billion

Others Institutions Holding IVV

# of Institutions
3,255
Shares Held
623M
Call Options Held
794K
Put Options Held
622K
View Full List

About ISHARES CORE S&P 500 ETF

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