Synergy Asset Management, LLC Ishares Inc Transaction History

Synergy Asset Management, LLC

  • $2.76 Billion
  • Q3 2025

A detailed history of Synergy Asset Management, LLC transactions in Ishares Inc stock. As of the latest transaction made, Synergy Asset Management, LLC holds 25,220 shares of EPP stock, worth $1.29 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
25,220
Previous 8,536 195.45%
Holding current value
$1.29 Million
Previous $421,000 208.79%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Oct 21, 2025
BUY
$48.87 - $52.69 $815,347 - $879,079
16,684 Added 195.45%
25,220 $1.3 Million
Q2 2025

Jul 21, 2025
BUY
$38.85 - $49.83 $331,623 - $425,348
8,536 New
8,536 $421,000
Q4 2024

Jan 23, 2025
BUY
$43.59 - $49.13 $5,448 - $6,141
125 New
125 $5,000

Others Institutions Holding EPP

# of Institutions
197
Shares Held
28.1M
Call Options Held
0
Put Options Held
4.8K
View Full List

About ISHARES INC

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