Bromfield Sneider Wealth Advisors Ishares Core S&P 500 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 500 ETF stock. As of the latest transaction made, Bromfield Sneider Wealth Advisors holds 6,024 shares of IVV stock, worth $3.36 Million. This represents 1.98% of its overall portfolio holdings.
Number of Shares
6,024
Previous 5,934
1.52%
Holding current value
$3.36 Million
Previous $2.83 Million
11.71%
% of portfolio
1.98%
Previous 1.93%
Shares
10 transactions
Others Institutions Holding IVV
# of Institutions
3,254Shares Held
623MCall Options Held
794KPut Options Held
622K-
Black Rock Inc. New York, NY63.6MShares$35.5 Billion0.79% of portfolio
-
Northwestern Mutual Wealth Management CO32.3MShares$18 Billion17.47% of portfolio
-
Envestnet Asset Management Inc29.7MShares$16.6 Billion5.94% of portfolio
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Bank Of America Corp Charlotte, NC23.5MShares$13.1 Billion1.17% of portfolio
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Creative Planning Overland Park, KS20.6MShares$11.5 Billion12.02% of portfolio