Bromfield Sneider Wealth Advisors Ishares S&P 500 Growth 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 Growth ETF stock. As of the latest transaction made, Bromfield Sneider Wealth Advisors holds 15,274 shares of IVW stock, worth $1.38 Million. This represents 0.8% of its overall portfolio holdings.
Number of Shares
15,274
Previous 15,274
-0.0%
Holding current value
$1.38 Million
Previous $1.15 Million
12.38%
% of portfolio
0.8%
Previous 0.78%
Shares
4 transactions
Others Institutions Holding IVW
# of Institutions
1,757Shares Held
431MCall Options Held
281KPut Options Held
217K-
Envestnet Asset Management Inc49MShares$4.42 Billion1.61% of portfolio
-
Jpmorgan Chase & CO New York, NY47.7MShares$4.3 Billion0.39% of portfolio
-
Morgan Stanley New York, NY33.3MShares$3.01 Billion0.24% of portfolio
-
Bank Of America Corp Charlotte, NC19.1MShares$1.73 Billion0.16% of portfolio
-
Wells Fargo & Company San Francisco, CA15.5MShares$1.4 Billion0.35% of portfolio