Syntegra Private Wealth Group, LLC Ishares S&P 500 Value ETF Transaction History

Syntegra Private Wealth Group, LLC

$980 Billion
Q2 2025

A detailed history of Syntegra Private Wealth Group, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Syntegra Private Wealth Group, LLC holds 2,085 shares of IVE stock, worth $433,346. This represents 0.04% of its overall portfolio holdings.

Number of Shares

2,085

Previous 1,994 4.56%

Holding current value

$433,346

Previous $380 Million 7.22%

% of portfolio

0.04%

Previous 0.04%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 30, 2025	BUY	$168.34 - $195.42 $15,318 - $17,783	91 Added 4.56%	2,085 $407 Million
Q1 2025 May 09, 2025	BUY	$185.78 - $198.58 $130,417 - $139,403	702 Added 54.33%	1,994 $380 Million
Q4 2024 Jan 27, 2025	SELL	$189.5 - $206.17 $3,790 - $4,123	-20 Reduced 1.52%	1,292 $247 Million
Q3 2024 Oct 22, 2024	SELL	$181.06 - $197.17 $724 - $788	-4 Reduced 0.3%	1,312 $259 Million
Q2 2024 Jul 26, 2024	BUY	$176.58 - $186.7 $20,130 - $21,283	114 Added 9.48%	1,316 $240 Million
Q1 2024 May 10, 2024	BUY	$171.09 - $186.81 $205,650 - $224,545	1,202 New	1,202 $225 Million

Others Institutions Holding IVE

# of Institutions

1,708

Shares Held

166M

Call Options Held

93.3K

Put Options Held

41K

View Full List

About ISHARES S&P 500 VALUE ETF

Ticker IVE
Sector ETFs
Industry ETFs

More about IVE

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Syntegra Private Wealth Group, LLC Ishares S&P 500 Value ETF Transaction History