Bromfield Sneider Wealth Advisors Ishares S&P 500 Growth 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 Growth ETF stock. As of the latest transaction made, Bromfield Sneider Wealth Advisors holds 15,274 shares of IVW stock, worth $1.85 Million. This represents 0.8% of its overall portfolio holdings.
Number of Shares
15,274
Previous 15,274
-0.0%
Holding current value
$1.85 Million
Previous $1.15 Million
12.38%
% of portfolio
0.8%
Previous 0.78%
Shares
4 transactions
Others Institutions Holding IVW
# of Institutions
2,174Shares Held
420MCall Options Held
212KPut Options Held
158K-
Envestnet Asset Management Inc45.6MShares$5.51 Billion1.7% of portfolio
-
Jpmorgan Chase & CO New York, NY41.3MShares$5 Billion0.33% of portfolio
-
Morgan Stanley New York, NY33.5MShares$4.05 Billion0.25% of portfolio
-
Lpl Financial LLC Fort Mill, SC19.5MShares$2.36 Billion0.73% of portfolio
-
Bank Of America Corp Charlotte, NC18.4MShares$2.23 Billion0.16% of portfolio