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

Synergy Financial Group, LTD

  • $106 Million
  • Q1 2025

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 645 shares of IVV stock, worth $412,961. This represents 0.34% of its overall portfolio holdings.

Number of Shares
645
Previous 685 5.84%
Holding current value
$412,961
Previous $403,000 10.17%
% of portfolio
0.34%
Previous 0.36%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 14, 2025
SELL
$554.06 - $615.85 $22,162 - $24,634
-40 Reduced 5.84%
645 $362,000
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
4,001
Shares Held
792M
Call Options Held
5.37M
Put Options Held
2.01M
View Full List

About ISHARES CORE S&P 500 ETF

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