Bromfield Sneider Wealth Advisors Ishares S&P 500 Value 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 Value ETF stock. As of the latest transaction made, Bromfield Sneider Wealth Advisors holds 3,222 shares of IVE stock, worth $634,379. This represents 0.38% of its overall portfolio holdings.
Number of Shares
3,222
Previous 3,222
-0.0%
Holding current value
$634,379
Previous $560,000
7.32%
% of portfolio
0.38%
Previous 0.38%
Shares
1 transactions
Others Institutions Holding IVE
# of Institutions
1,665Shares Held
146MCall Options Held
107KPut Options Held
60.7K-
Jpmorgan Chase & CO New York, NY16.9MShares$3.32 Billion0.26% of portfolio
-
Envestnet Asset Management Inc13.4MShares$2.65 Billion0.85% of portfolio
-
Morgan Stanley New York, NY13MShares$2.56 Billion0.18% of portfolio
-
Bank Of America Corp Charlotte, NC8.15MShares$1.6 Billion0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA6.49MShares$1.28 Billion0.29% of portfolio