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

Synergy Asset Management, LLC

  • $851 Million
  • Q2 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 3,545 shares of IJR stock, worth $393,105. This represents 0.05% of its overall portfolio holdings.

Number of Shares
3,545
Previous 2,675 32.52%
Holding current value
$393,105
Previous $279,000 38.71%
% of portfolio
0.05%
Previous 0.04%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 21, 2025
BUY
$90.56 - $109.49 $78,787 - $95,256
870 Added 32.52%
3,545 $387,000
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
2,806
Shares Held
556M
Call Options Held
533K
Put Options Held
388K
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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