SYNTAX RESEARCH, INC. VLUE Holdings History
SYNTAX RESEARCH, INC.'s iShares MSCI USA Value Factor ETF Holding Summary
As of 2025-06-30, SYNTAX RESEARCH, INC. held 69,620.00 shares of iShares MSCI USA Value Factor ETF(VLUE), totaling $7.88 Mil. This investment constitutes 5.6% of their stock portfolio, and SYNTAX RESEARCH, INC. now holds 0.12% of the outstanding iShares MSCI USA Value Factor ETF(VLUE) stock.
The initial trade took place in 2023Q3. And since then SYNTAX RESEARCH, INC. has made 4 purchases of VLUE, at an average price of $96.09, for a total of 94,642.00 shares. In addition, there have been 3 sales at an average price of $101.23 for 25,022.00 shares. Based on historical transaction data and VLUE's current price of $116.23, SYNTAX RESEARCH, INC.'s estimated gain on his VLUE holdings is $1.53 Mil, reflecting a 16.83% gain to date.
SYNTAX RESEARCH, INC. VLUE ($116.23) Holding Chart
SYNTAX RESEARCH, INC. VLUE ($116.23) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
