Bromfield Sneider Wealth Advisors Ishares Core S&P Sm Cap 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 Sm Cap ETF stock. As of the latest transaction made, Bromfield Sneider Wealth Advisors holds 494 shares of IJR stock, worth $52,709. This represents 0.03% of its overall portfolio holdings.
Number of Shares
494
Previous 494
-0.0%
Holding current value
$52,709
Previous $53,000
1.89%
% of portfolio
0.03%
Previous 0.04%
Shares
6 transactions
Others Institutions Holding IJR
# of Institutions
2,816Shares Held
548MCall Options Held
533KPut Options Held
389K-
Northwestern Mutual Wealth Management CO39.1MShares$4.17 Billion3.37% of portfolio
-
Bank Of America Corp Charlotte, NC33MShares$3.52 Billion0.28% of portfolio
-
Morgan Stanley New York, NY18.7MShares$2 Billion0.14% of portfolio
-
Envestnet Asset Management Inc17.8MShares$1.9 Billion0.62% of portfolio
-
Wells Fargo & Company San Francisco, CA17.1MShares$1.83 Billion0.42% of portfolio