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 $4.07 Million. This represents 1.98% of its overall portfolio holdings.

Number of Shares

6,024

Previous 5,934 1.52%

Holding current value

$4.07 Million

Previous $2.83 Million 11.71%

% of portfolio

1.98%

Previous 1.93%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 10, 2024	BUY	$469.56 - $525.73 $42,260 - $47,315	90 Added 1.52%	6,024 $3.17 Million
Q4 2023 Jan 05, 2024	BUY	$412.55 - $479.0 $8,663 - $10,059	21 Added 0.36%	5,934 $2.83 Million
Q3 2023 Oct 04, 2023	SELL	$427.76 - $460.18 $47,053 - $50,619	-110 Reduced 1.83%	5,913 $2.54 Million
Q2 2023 Jul 17, 2023	BUY	$406.17 - $445.71 $13,403 - $14,708	33 Added 0.55%	6,023 $2.68 Million
Q1 2023 Apr 06, 2023	BUY	$381.13 - $418.66 $189,802 - $208,492	498 Added 9.07%	5,990 $2.46 Million

Q4 2022 Jan 09, 2023	BUY	$357.98 - $409.32 $6,801 - $7,777	19 Added 0.35%	5,492 $0
Q3 2022 Oct 07, 2022	BUY	$358.65 - $432.04 $117,278 - $141,277	327 Added 6.35%	5,473 $1.96 Million
Q2 2022 Jul 06, 2022	BUY	$366.99 - $458.8 $700,950 - $876,308	1,910 Added 59.02%	5,146 $1.95 Million
Q1 2022 Apr 12, 2022	BUY	$418.06 - $479.84 $1,672 - $1,919	4 Added 0.12%	3,236 $1.47 Million
Q4 2021 Jan 14, 2022	BUY	$430.29 - $479.53 $1.39 Million - $1.55 Million	3,232 New	3,232 $1.54 Million

Others Institutions Holding IVV

# of Institutions

4,137

Shares Held

789M

Call Options Held

3.41M

Put Options Held

2.27M

View Full List

About ISHARES CORE S&P 500 ETF

Ticker IVV
Sector ETFs
Industry ETFs

More about IVV

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Bromfield Sneider Wealth Advisors Ishares Core S&P 500 ETF Transaction History