Synergy Investment Management, LLC Ishares Core S&P U.S. Value Et Transaction History

Synergy Investment Management, LLC

  • $239 Billion
  • Q1 2025

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 55,870 shares of IUSV stock, worth $4.96 Million. This represents 2.15% of its overall portfolio holdings.

Number of Shares
55,870
Previous 108,993 48.74%
Holding current value
$4.96 Million
Previous $10.1 Billion 48.91%
% of portfolio
2.15%
Previous 4.34%

Shares

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

Apr 29, 2025
SELL
$90.0 - $96.32 $4.78 Million - $5.12 Million
-53,123 Reduced 48.74%
55,870 $5.16 Billion
Q4 2024

Feb 06, 2025
BUY
$91.94 - $100.02 $10 Million - $10.9 Million
108,993 New
108,993 $10.1 Billion

Others Institutions Holding IUSV

# of Institutions
783
Shares Held
177M
Call Options Held
2.9K
Put Options Held
0
View Full List

About ISHARES CORE S&P U.S. VALUE ET

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