Synergy Investment Management, LLC Ishares Core S&P 500 ETF Transaction History

Synergy Investment Management, LLC

  • $239 Billion
  • Q1 2025

A detailed history of Synergy Investment Management, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Synergy Investment Management, LLC holds 28,953 shares of IVV stock, worth $16.2 Million. This represents 6.79% of its overall portfolio holdings.

Number of Shares
28,953
Previous 29,701 2.52%
Holding current value
$16.2 Million
Previous $17.5 Billion 6.95%
% of portfolio
6.79%
Previous 7.52%

Shares

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

Apr 29, 2025
SELL
$554.06 - $615.85 $414,436 - $460,655
-748 Reduced 2.52%
28,953 $16.3 Billion
Q4 2024

Feb 06, 2025
BUY
$570.51 - $610.59 $16.9 Million - $18.1 Million
29,701 New
29,701 $17.5 Billion

Others Institutions Holding IVV

# of Institutions
3,913
Shares Held
820M
Call Options Held
15.3M
Put Options Held
4M
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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