Synergy Asset Management, LLC Ishares Russell 1000 Gr ETF Transaction History

Synergy Asset Management, LLC

$1.25 Billion
Q4 2024

A detailed history of Synergy Asset Management, LLC transactions in Ishares Russell 1000 Gr ETF stock. As of the latest transaction made, Synergy Asset Management, LLC holds 21 shares of IWF stock, worth $8,600. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$8,600

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 23, 2025	BUY	$370.24 - $418.94 $7,775 - $8,797	21 New	21 $8,000

Others Institutions Holding IWF

# of Institutions

2,287

Shares Held

201M

Call Options Held

346K

Put Options Held

136K

Bank Of America Corp Charlotte, NC

30.1M
Shares

$12.3 Billion
0.95% of portfolio
Morgan Stanley New York, NY

26M
Shares

$10.6 Billion
0.72% of portfolio
Goldman Sachs Group Inc New York, NY

9.74M
Shares

$3.99 Billion
0.6% of portfolio
Jpmorgan Chase & CO New York, NY

6.77M
Shares

$2.77 Billion
0.21% of portfolio
Ubs Group Ag

6.27M
Shares

$2.57 Billion
0.52% of portfolio

View Full List

About ISHARES RUSSELL 1000 GR ETF

Ticker IWF
Sector ETFs
Industry ETFs

More about IWF

Track This Portfolio

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.

Account

Synergy Asset Management, LLC Ishares Russell 1000 Gr ETF Transaction History