Synergy Investment Management, LLC Ishares Core S&P U.S. Value Et Transaction History
Synergy Investment Management, LLC
- $233 Billion
- Q4 2024
A detailed history of Synergy Investment Management, LLC transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Synergy Investment Management, LLC holds 108,993 shares of IUSV stock, worth $9.96 Million. This represents 4.34% of its overall portfolio holdings.
Number of Shares
108,993Holding current value
$9.96 Million% of portfolio
4.34%Shares
1 transactions
Others Institutions Holding IUSV
# of Institutions
782Shares Held
175MCall Options Held
2.9KPut Options Held
0-
Bank Of America Corp Charlotte, NC71.6MShares$6.55 Billion0.57% of portfolio
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Lpl Financial LLC Fort Mill, SC13.8MShares$1.26 Billion0.54% of portfolio
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Morgan Stanley New York, NY9.25MShares$846 Million0.06% of portfolio
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Ronald Blue Trust, Inc. Brentwood, TN4.65MShares$426 Million5.6% of portfolio
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Envestnet Asset Management Inc4.41MShares$403 Million0.14% of portfolio