A detailed history of Synergy Asset Management, LLC transactions in Ishares S&P Small Cap 600 Grow stock. As of the latest transaction made, Synergy Asset Management, LLC holds 3,142 shares of IJT stock, worth $437,869. This represents 0.03% of its overall portfolio holdings.

Number of Shares
3,142
Previous 1,571 100.0%
Holding current value
$437,869
Previous $219,000 94.06%
% of portfolio
0.03%
Previous 0.03%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 23, 2025

BUY
$134.53 - $150.65 $211,346 - $236,671
1,571 Added 100.0%
3,142 $425,000
Q1 2024

Apr 18, 2024

BUY
$119.97 - $130.73 $188,472 - $205,376
1,571 New
1,571 $205,000

Others Institutions Holding IJT

About ISHARES S&P SMALL CAP 600 GROW


  • Ticker IJT
  • Sector ETFs
  • Industry ETFs
More about IJT
Track This Portfolio

Track Synergy Asset Management, LLC Portfolio

Follow Synergy Asset Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Synergy Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Synergy Asset Management, LLC with notifications on news.