Bromfield Sneider Wealth Advisors Ishares Tr Transaction History
Bromfield Sneider Wealth Advisors
- $160 Million
- Q1 2024
A detailed history of Bromfield Sneider Wealth Advisors transactions in Ishares Tr stock. As of the latest transaction made, Bromfield Sneider Wealth Advisors holds 1,450 shares of SHV stock, worth $159,746. This represents 0.1% of its overall portfolio holdings.
Number of Shares
1,450
Previous 1,450
-0.0%
Holding current value
$159,746
Previous $159,000
0.63%
% of portfolio
0.1%
Previous 0.11%
Shares
1 transactions
Others Institutions Holding SHV
# of Institutions
713Shares Held
102MCall Options Held
0Put Options Held
0-
Milliman Financial Risk Management LLC Chicago, IL18.2MShares$2 Billion31.24% of portfolio
-
Jpmorgan Chase & CO New York, NY9.03MShares$995 Million0.08% of portfolio
-
Black Rock Inc. New York, NY7.58MShares$835 Million0.02% of portfolio
-
Morgan Stanley New York, NY5.21MShares$574 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA4.09MShares$451 Million0.11% of portfolio