Synergy Asset Management, LLC Ishares Russell Midcap Value E Transaction History

Synergy Asset Management, LLC

  • $2.76 Billion
  • Q3 2025

A detailed history of Synergy Asset Management, LLC transactions in Ishares Russell Midcap Value E stock. As of the latest transaction made, Synergy Asset Management, LLC holds 1,665 shares of IWS stock, worth $228,654. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,665
Holding current value
$228,654
% of portfolio
0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 21, 2025
BUY
$132.83 - $140.61 $221,161 - $234,115
1,665 New
1,665 $232,000
Q4 2024

Jan 23, 2025
BUY
$128.08 - $140.32 $2,817 - $3,087
22 New
22 $2,000

Others Institutions Holding IWS

# of Institutions
1,053
Shares Held
93.5M
Call Options Held
14.6K
Put Options Held
0
View Full List

About ISHARES RUSSELL MIDCAP VALUE E

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