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 $1.45 Million. This represents 0.8% of its overall portfolio holdings.
Number of Shares
15,274
Previous 15,274
-0.0%
Holding current value
$1.45 Million
Previous $1.15 Million
12.38%
% of portfolio
0.8%
Previous 0.78%
Shares
4 transactions
Others Institutions Holding IVW
# of Institutions
2,010Shares Held
428MCall Options Held
183KPut Options Held
101K-
Envestnet Asset Management Inc45.7MShares$4.34 Billion1.54% of portfolio
-
Jpmorgan Chase & CO New York, NY44.9MShares$4.26 Billion0.37% of portfolio
-
Morgan Stanley New York, NY32.6MShares$3.09 Billion0.24% of portfolio
-
Bank Of America Corp Charlotte, NC18.6MShares$1.76 Billion0.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.9MShares$1.7 Billion0.77% of portfolio