Bromfield Sneider Wealth Advisors Ishares S&P Midcap 400 Value E Transaction History
Bromfield Sneider Wealth Advisors
- $160 Million
- Q1 2024
A detailed history of Bromfield Sneider Wealth Advisors transactions in Ishares S&P Midcap 400 Value E stock. As of the latest transaction made, Bromfield Sneider Wealth Advisors holds 1,440 shares of IJJ stock, worth $171,604. This represents 0.11% of its overall portfolio holdings.
Number of Shares
1,440
Previous 1,440
-0.0%
Holding current value
$171,604
Previous $164,000
3.66%
% of portfolio
0.11%
Previous 0.11%
Shares
1 transactions
Others Institutions Holding IJJ
# of Institutions
788Shares Held
42.1MCall Options Held
100Put Options Held
0-
Morgan Stanley New York, NY4.01MShares$478 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA3.67MShares$438 Million0.1% of portfolio
-
Bank Of America Corp Charlotte, NC2.42MShares$288 Million0.02% of portfolio
-
Ubs Group Ag1.91MShares$228 Million0.05% of portfolio
-
Envestnet Asset Management Inc1.75MShares$209 Million0.07% of portfolio