Synergy Asset Management, LLC Ishares Core S&P Sm Cap ETF Transaction History

Synergy Asset Management, LLC

  • $776 Million
  • Q1 2025

A detailed history of Synergy Asset Management, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Synergy Asset Management, LLC holds 2,675 shares of IJR stock, worth $283,924. This represents 0.04% of its overall portfolio holdings.

Number of Shares
2,675
Previous 12,204 78.08%
Holding current value
$283,924
Previous $1.41 Million 80.16%
% of portfolio
0.04%
Previous 0.11%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 22, 2025
SELL
$102.49 - $119.96 $976,627 - $1.14 Million
-9,529 Reduced 78.08%
2,675 $279,000
Q4 2024

Jan 23, 2025
BUY
$113.92 - $127.38 $1.39 Million - $1.55 Million
12,204 New
12,204 $1.41 Million

Others Institutions Holding IJR

# of Institutions
2,820
Shares Held
548M
Call Options Held
533K
Put Options Held
389K
View Full List

About ISHARES CORE S&P SM CAP ETF

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