Synergy Asset Management, LLC Ishares Tr Russell 200 Growth Transaction History
Synergy Asset Management, LLC
- $2.76 Billion
- Q3 2025
A detailed history of Synergy Asset Management, LLC transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Synergy Asset Management, LLC holds 2,466 shares of IWY stock, worth $672,552. This represents 0.02% of its overall portfolio holdings.
Number of Shares
2,466Holding current value
$672,552% of portfolio
0.02%Shares
3 transactions
Others Institutions Holding IWY
# of Institutions
632Shares Held
52.8MCall Options Held
6.8KPut Options Held
4.8K-
Tiaa Trust, National Association Charlotte, NC6.1MShares$1.66 Billion3.95% of portfolio
-
Tiaa, Fsb St. Louis, MO5.94MShares$1.62 Billion3.41% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA5.03MShares$1.37 Billion5.08% of portfolio
-
First Citizens Bank & Trust CO4.82MShares$1.31 Billion18.31% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.41MShares$657 Million0.15% of portfolio