A detailed history of Synergy Financial Group, LTD transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Synergy Financial Group, LTD holds 634 shares of IVV stock, worth $367,396. This represents 0.37% of its overall portfolio holdings.

Number of Shares
634
Previous 634 -0.0%
Holding current value
$367,396
Previous $333,000 3.9%
% of portfolio
0.37%
Previous 0.38%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Aug 16, 2023

BUY
$406.17 - $445.71 $7,311 - $8,022
18 Added 2.92%
634 $282,000
Q1 2023

May 03, 2023

SELL
$381.13 - $418.66 $9,528 - $10,466
-25 Reduced 3.9%
616 $253,000
Q4 2021

Feb 11, 2022

BUY
$430.29 - $479.53 $275,815 - $307,378
641 New
641 $306,000

Others Institutions Holding IVV

About ISHARES CORE S&P 500 ETF


  • Ticker IVV
  • Sector ETFs
  • Industry ETFs
More about IVV
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