A detailed history of Bromfield Sneider Wealth Advisors transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Bromfield Sneider Wealth Advisors holds 6,024 shares of IVV stock, worth $3.57 Million. This represents 1.98% of its overall portfolio holdings.

Number of Shares
6,024
Previous 5,934 1.52%
Holding current value
$3.57 Million
Previous $2.83 Million 11.71%
% of portfolio
1.98%
Previous 1.93%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 10, 2024

BUY
$469.56 - $525.73 $42,260 - $47,315
90 Added 1.52%
6,024 $3.17 Million
Q4 2023

Jan 05, 2024

BUY
$412.55 - $479.0 $8,663 - $10,059
21 Added 0.36%
5,934 $2.83 Million
Q3 2023

Oct 04, 2023

SELL
$427.76 - $460.18 $47,053 - $50,619
-110 Reduced 1.83%
5,913 $2.54 Million
Q2 2023

Jul 17, 2023

BUY
$406.17 - $445.71 $13,403 - $14,708
33 Added 0.55%
6,023 $2.68 Million
Q1 2023

Apr 06, 2023

BUY
$381.13 - $418.66 $189,802 - $208,492
498 Added 9.07%
5,990 $2.46 Million
Q4 2022

Jan 09, 2023

BUY
$357.98 - $409.32 $6,801 - $7,777
19 Added 0.35%
5,492 $0
Q3 2022

Oct 07, 2022

BUY
$358.65 - $432.04 $117,278 - $141,277
327 Added 6.35%
5,473 $1.96 Million
Q2 2022

Jul 06, 2022

BUY
$366.99 - $458.8 $700,950 - $876,308
1,910 Added 59.02%
5,146 $1.95 Million
Q1 2022

Apr 12, 2022

BUY
$418.06 - $479.84 $1,672 - $1,919
4 Added 0.12%
3,236 $1.47 Million
Q4 2021

Jan 14, 2022

BUY
$430.29 - $479.53 $1.39 Million - $1.55 Million
3,232 New
3,232 $1.54 Million

Others Institutions Holding IVV

About ISHARES CORE S&P 500 ETF


  • Ticker IVV
  • Sector ETFs
  • Industry ETFs
More about IVV
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