Synergy Asset Management, LLC Ishares Russell 2000 ETF Transaction History

Synergy Asset Management, LLC

  • $1.25 Billion
  • Q4 2024

A detailed history of Synergy Asset Management, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Synergy Asset Management, LLC holds 397 shares of IWM stock, worth $90,631. This represents 0.01% of its overall portfolio holdings.

Number of Shares
397
Holding current value
$90,631
% of portfolio
0.01%

Shares

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

Jan 23, 2025
BUY
$216.13 - $242.4 $85,803 - $96,232
397 New
397 $87,000
Q1 2021

May 17, 2021
SELL
$193.5 - $234.42 $4.65 Million - $5.63 Million
-24,034 Closed
0 $0
Q4 2020

Feb 12, 2021
BUY
$152.18 - $199.14 $3.66 Million - $4.79 Million
24,034 New
24,034 $4.71 Million

Others Institutions Holding IWM

# of Institutions
2,723
Shares Held
306M
Call Options Held
232M
Put Options Held
524M
View Full List

About ISHARES RUSSELL 2000 ETF

IWM Quotes by TradingView
  • Ticker IWM
  • Sector ETFs
  • Industry ETFs
More about IWM
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.

Choose your preferred platform and Sign Up 👇 Telegram Email