Bromfield Sneider Wealth Advisors Ishares Core S&P 500 ETF Transaction History
Bromfield Sneider Wealth Advisors
- $160 Million
- Q1 2024
A detailed history of Bromfield Sneider Wealth Advisors transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Bromfield Sneider Wealth Advisors holds 6,024 shares of IVV stock, worth $3.69 Million. This represents 1.98% of its overall portfolio holdings.
Number of Shares
6,024
Previous 5,934
1.52%
Holding current value
$3.69 Million
Previous $2.83 Million
11.71%
% of portfolio
1.98%
Previous 1.93%
Shares
10 transactions
Others Institutions Holding IVV
# of Institutions
3,751Shares Held
730MCall Options Held
1.48MPut Options Held
1.18M-
Black Rock Inc. New York, NY66.4MShares$40.7 Billion0.84% of portfolio
-
Envestnet Asset Management Inc33.5MShares$20.5 Billion6.55% of portfolio
-
Northwestern Mutual Wealth Management CO30.5MShares$18.7 Billion15.25% of portfolio
-
Morgan Stanley New York, NY24.9MShares$15.3 Billion1.06% of portfolio
-
Marshall Wace, LLP London, X023.6MShares$14.5 Billion17.72% of portfolio