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 $3.61 Million. This represents 1.98% of its overall portfolio holdings.
Number of Shares
6,024
Previous 5,934
1.52%
Holding current value
$3.61 Million
Previous $2.83 Million
11.71%
% of portfolio
1.98%
Previous 1.93%
Shares
10 transactions
Others Institutions Holding IVV
# of Institutions
3,395Shares Held
669MCall Options Held
714KPut Options Held
952K-
Black Rock Inc. New York, NY66.4MShares$39.7 Billion0.84% of portfolio
-
Envestnet Asset Management Inc34.6MShares$20.7 Billion6.62% of portfolio
-
Northwestern Mutual Wealth Management CO28.4MShares$17 Billion15.33% of portfolio
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Marshall Wace, LLP London, X022.5MShares$13.5 Billion17.06% of portfolio
-
Morgan Stanley New York, NY21.8MShares$13 Billion0.94% of portfolio