Synergy Investment Management, LLC Ishares Morningstar Small Cap Transaction History
Synergy Investment Management, LLC
- $239 Billion
- Q1 2025
A detailed history of Synergy Investment Management, LLC transactions in Ishares Morningstar Small Cap stock. As of the latest transaction made, Synergy Investment Management, LLC holds 1,416 shares of ISCG stock, worth $67,132. This represents 0.03% of its overall portfolio holdings.
Number of Shares
1,416
Previous 1,416
-0.0%
Holding current value
$67,132
Previous $70 Million
8.92%
% of portfolio
0.03%
Previous 0.03%
Shares
1 transactions
Others Institutions Holding ISCG
# of Institutions
150Shares Held
7.7MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY1.06MShares$50.3 Million0.0% of portfolio
-
Northwestern Mutual Wealth Management CO465KShares$22.1 Million0.02% of portfolio
-
Avantax Advisory Services, Inc.399KShares$18.9 Million0.11% of portfolio
-
Lpl Financial LLC Fort Mill, SC397KShares$18.8 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC371KShares$17.6 Million0.0% of portfolio