Synergy Financial Group, LTD Ishares Core S&P 500 ETF Transaction History

Synergy Financial Group, LTD

  • $113 Million
  • Q4 2024

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 685 shares of IVV stock, worth $413,602. This represents 0.36% of its overall portfolio holdings.

Number of Shares
685
Previous 634 8.04%
Holding current value
$413,602
Previous $365,000 10.41%
% of portfolio
0.36%
Previous 0.35%

Shares

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

Feb 04, 2025
BUY
$570.51 - $610.59 $29,096 - $31,140
51 Added 8.04%
685 $403,000
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

# of Institutions
3,638
Shares Held
718M
Call Options Held
1.44M
Put Options Held
1.1M
View Full List

About ISHARES CORE S&P 500 ETF

IVV Quotes by TradingView
  • Ticker IVV
  • Sector ETFs
  • Industry ETFs
More about IVV
Track This Portfolio

Track Synergy Financial Group, LTD Portfolio

Follow Synergy Financial Group, LTD 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 Financial Group, LTD, based on Form 13F filings with the SEC.

News

Stay updated on Synergy Financial Group, LTD with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email