Bromfield Sneider Wealth Advisors Ishares Russell 1000 Val ETF Transaction History
Bromfield Sneider Wealth Advisors
- $160 Million
- Q1 2024
A detailed history of Bromfield Sneider Wealth Advisors transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Bromfield Sneider Wealth Advisors holds 2,511 shares of IWD stock, worth $488,339. This represents 0.28% of its overall portfolio holdings.
Number of Shares
2,511
Previous 1,939
29.5%
Holding current value
$488,339
Previous $320,000
40.31%
% of portfolio
0.28%
Previous 0.22%
Shares
3 transactions
Others Institutions Holding IWD
# of Institutions
1,852Shares Held
277MCall Options Held
1.29MPut Options Held
1.1M-
Bank Of America Corp Charlotte, NC54.1MShares$10.5 Billion0.86% of portfolio
-
Morgan Stanley New York, NY38.4MShares$7.46 Billion0.51% of portfolio
-
Goldman Sachs Group Inc New York, NY15.3MShares$2.97 Billion0.46% of portfolio
-
Jpmorgan Chase & CO New York, NY9.25MShares$1.8 Billion0.14% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA9.01MShares$1.75 Billion3.52% of portfolio