Bromfield Sneider Wealth Advisors Ishares S&P 500 Value ETF Transaction History
Bromfield Sneider Wealth Advisors
- $160 Million
- Q1 2024
A detailed history of Bromfield Sneider Wealth Advisors transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Bromfield Sneider Wealth Advisors holds 3,222 shares of IVE stock, worth $631,995. This represents 0.38% of its overall portfolio holdings.
Number of Shares
3,222
Previous 3,222
-0.0%
Holding current value
$631,995
Previous $560,000
7.32%
% of portfolio
0.38%
Previous 0.38%
Shares
1 transactions
Others Institutions Holding IVE
# of Institutions
1,560Shares Held
139MCall Options Held
91.7KPut Options Held
29.4K-
Jpmorgan Chase & CO New York, NY17MShares$3.34 Billion0.27% of portfolio
-
Envestnet Asset Management Inc12.9MShares$2.54 Billion0.84% of portfolio
-
Morgan Stanley New York, NY12.5MShares$2.46 Billion0.18% of portfolio
-
Bank Of America Corp Charlotte, NC7.95MShares$1.56 Billion0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA6.95MShares$1.36 Billion0.32% of portfolio