Zynergy Retirement Planning Llc Ishares Core S&P 500 ETF Transaction History

Zynergy Retirement Planning Llc

  • $141 Billion
  • Q1 2025

A detailed history of Zynergy Retirement Planning Llc transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Zynergy Retirement Planning Llc holds 54,243 shares of IVV stock, worth $34.7 Million. This represents 22.65% of its overall portfolio holdings.

Number of Shares
54,243
Previous 52,653 3.02%
Holding current value
$34.7 Million
Previous $30.4 Billion 5.14%
% of portfolio
22.65%
Previous 21.4%

Shares

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

Apr 24, 2025
BUY
$554.06 - $615.85 $880,955 - $979,201
1,590 Added 3.02%
54,243 $31.9 Billion
Q3 2024

Nov 07, 2024
BUY
$520.18 - $576.82 $793,794 - $880,227
1,526 Added 2.98%
52,653 $30.4 Billion
Q2 2024

Jul 25, 2024
BUY
$497.53 - $549.64 $25.4 Million - $28.1 Million
51,127 New
51,127 $28 Billion

Others Institutions Holding IVV

# of Institutions
4,001
Shares Held
792M
Call Options Held
5.37M
Put Options Held
2.01M
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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