Synergy Financial Group, LTD Ishares Core S&P 500 ETF Transaction History
Synergy Financial Group, LTD
- $104 Million
- Q3 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 634 shares of IVV stock, worth $376,069. This represents 0.35% of its overall portfolio holdings.
Number of Shares
634
Previous 634
-0.0%
Holding current value
$376,069
Previous $346,000
5.49%
% of portfolio
0.35%
Previous 0.37%
Shares
3 transactions
Others Institutions Holding IVV
# of Institutions
3,442Shares Held
687MCall Options Held
1.45MPut Options Held
1.1M-
Black Rock Inc. New York, NY66.4MShares$39.4 Billion0.84% of portfolio
-
Envestnet Asset Management Inc34.6MShares$20.6 Billion6.62% of portfolio
-
Northwestern Mutual Wealth Management CO29.3MShares$17.4 Billion15.08% of portfolio
-
Bank Of America Corp Charlotte, NC25.2MShares$15 Billion1.23% of portfolio
-
Morgan Stanley New York, NY24.9MShares$14.8 Billion1.06% of portfolio