iShares S&P 500 Index shares owned by Bromfield Sneider Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Bromfield Sneider Wealth Advisors
from 13F filings
Historical chart of Bromfield Sneider Wealth Advisors investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Bromfield Sneider Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $3.2M | 6.0k | 525.70 |
| 2023-12-31 | $2.8M | 5.9k | 477.65 |
| 2023-09-30 | $2.5M | 5.9k | 429.41 |
| 2023-06-30 | $2.7M | 6.0k | 445.69 |
| 2023-03-31 | $2.5M | 6.0k | 411.09 |
| 2022-12-31 | $2.1M | 5.5k | 384.19 |
| 2022-09-30 | $2.0M | 5.5k | 358.67 |
| 2022-06-30 | $2.0M | 5.1k | 379.13 |
| 2022-03-31 | $1.5M | 3.2k | 453.65 |
| 2021-12-31 | $1.5M | 3.2k | 477.10 |
More positions owned by Bromfield Sneider Wealth Advisors
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