A detailed history of Synergy Investment Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Synergy Investment Management, LLC holds 18,069 shares of MBB stock, worth $1.69 Million. This represents 0.71% of its overall portfolio holdings.

Number of Shares
18,069
Previous 35,132 48.57%
Holding current value
$1.69 Million
Previous $3.22 Billion 47.39%
% of portfolio
0.71%
Previous 1.39%

Shares

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

Apr 29, 2025

SELL
$90.37 - $94.08 $1.54 Million - $1.61 Million
-17,063 Reduced 48.57%
18,069 $1.69 Billion
Q4 2024

Feb 06, 2025

BUY
$91.26 - $95.82 $3.21 Million - $3.37 Million
35,132 New
35,132 $3.22 Billion

Others Institutions Holding MBB

About ISHARES TR


  • Ticker MBB
  • Sector ETFs
  • Industry ETFs
More about MBB
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.