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 $1.74 Million. This represents 0.8% of its overall portfolio holdings.
Number of Shares
15,274
Previous 15,274
-0.0%
Holding current value
$1.74 Million
Previous $1.15 Million
12.38%
% of portfolio
0.8%
Previous 0.78%
Shares
4 transactions
Others Institutions Holding IVW
# of Institutions
2,060Shares Held
421MCall Options Held
196KPut Options Held
101K-
Envestnet Asset Management Inc48.1MShares$5.47 Billion1.49% of portfolio
-
Jpmorgan Chase & CO New York, NY43.8MShares$4.99 Billion0.32% of portfolio
-
Morgan Stanley New York, NY32.9MShares$3.75 Billion0.22% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.9MShares$2.16 Billion0.71% of portfolio
-
Bank Of America Corp Charlotte, NC18.8MShares$2.14 Billion0.14% of portfolio