Synergy Investment Management »

Ishares Tr s^p aggr all shares owned by Synergy Investment Management

Quarter-by-quarter ownership of Ishares Tr s^p aggr all (AOA) shares owned by Synergy Investment Management from 13F filings

Historical chart of Synergy Investment Management investment in Ishares Tr s^p aggr all

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr s^p aggr all held by Synergy Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr s^p aggr all by Synergy Investment Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $89k 1.0k 88.49

More positions owned by Synergy Investment Management

Vanguard S&p MF Closed and MF Open (VOO)
Ishares Core MF Closed and MF Open (IVV)
Vanguard Growth MF Closed and MF Open (VUG)
Ishares U S MF Closed and MF Open (DYNF)
State Street MF Closed and MF Open (SPYV)
State Street MF Closed and MF Open (SPYG)
State Street MF Closed and MF Open (SPTI)
Ishares Core MF Closed and MF Open (IEMG)
Invesco S&p MF Closed and MF Open (SPHQ)
Capital Group MF Closed and MF Open (CGDV)
Ishares A I MF Closed and MF Open (BAI)
State Street MF Closed and MF Open (SPTS)
Invesco S&p MF Closed and MF Open (SPMO)
Global X MF Closed and MF Open (AUSF)
First Trust MF Closed and MF Open (UCON)

View all positions for Synergy Investment Management

Top funds holding Ishares Tr s^p aggr all

NorthStar Asset Management
Rockefeller Capital Management
LPL Financial
Assetmark
Jim Saulnier & Associates
Ellenbecker Investment Group
Wells Fargo & Company
Foundations Investment Advisors
Morgan Stanley
Cambridge Investment Research Advisors
Mesirow Financial Investment Management International Equity
Warren Averett Asset Management
LBMC Investment Advisors
Kestra Private Wealth Services
Patton Albertson & Miller

View all funds holding Ishares Tr s^p aggr all