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

Financial Synergies Wealth Advisors, Inc.

$988 Billion
Q3 2025

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 232,830 shares of IVV stock, worth $155 Million. This represents 15.77% of its overall portfolio holdings.

Number of Shares

232,830

Previous 234,305 0.63%

Holding current value

$155 Million

Previous $145 Billion 7.12%

% of portfolio

15.77%

Previous 15.84%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 27, 2025	SELL	$620.67 - $670.08 $915,488 - $988,368	-1,475 Reduced 0.63%	232,830 $156 Billion
Q2 2025 Jul 29, 2025	BUY	$498.8 - $620.9 $672,382 - $836,973	1,348 Added 0.58%	234,305 $145 Billion
Q1 2025 Apr 30, 2025	BUY	$554.06 - $615.85 $2.49 Million - $2.77 Million	4,497 Added 1.97%	232,957 $131 Billion
Q4 2024 Jan 27, 2025	BUY	$570.51 - $610.59 $453,555 - $485,419	795 Added 0.35%	228,460 $134 Billion
Q3 2024 Oct 07, 2024	BUY	$520.18 - $576.82 $1.45 Million - $1.61 Million	2,797 Added 1.24%	227,665 $131 Billion
Q2 2024 Jul 23, 2024	SELL	$497.53 - $549.64 $3.14 Million - $3.47 Million	-6,312 Reduced 2.73%	224,868 $123 Billion
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	$357.98 - $409.32 $978,717 - $1.12 Million	-2,734 Reduced 1.11%	244,233 $93.8 Billion
Q3 2022 Apr 04, 2024	BUY	$358.65 - $432.04 $275,801 - $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

4,078

Shares Held

745M

Call Options Held

4.19M

Put Options Held

2.82M

View Full List

About ISHARES CORE S&P 500 ETF

Ticker IVV
Sector ETFs
Industry ETFs

More about IVV

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