Synergy Investment Management, LLC Ishares Russell 3000 ETF Transaction History

Synergy Investment Management, LLC

  • $262 Billion
  • Q3 2025

A detailed history of Synergy Investment Management, LLC transactions in Ishares Russell 3000 ETF stock. As of the latest transaction made, Synergy Investment Management, LLC holds 540 shares of IWV stock, worth $205,480. This represents 0.08% of its overall portfolio holdings.

Number of Shares
540
Holding current value
$205,480
% of portfolio
0.08%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 07, 2025
BUY
$351.04 - $379.81 $189,561 - $205,097
540 New
540 $205 Million
Q1 2025

Apr 29, 2025
BUY
$313.1 - $349.83 $1,878 - $2,098
6 Added 1.03%
591 $188 Million
Q4 2024

Feb 06, 2025
BUY
$323.08 - $349.08 $189,001 - $204,211
585 New
585 $196 Million

Others Institutions Holding IWV

# of Institutions
945
Shares Held
26.8M
Call Options Held
22K
Put Options Held
5.3K
View Full List

About ISHARES RUSSELL 3000 ETF

IWV Quotes by TradingView
  • Ticker IWV
  • Sector ETFs
  • Industry ETFs
More about IWV
Track This Portfolio

Track Synergy Investment Management, LLC Portfolio

Follow Synergy Investment Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Synergy Investment Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Synergy Investment Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email