Bright Financial Advisors, Inc. Ishares Core S&P 500 ETF Transaction History

Bright Financial Advisors, Inc.

  • $159 Billion
  • Q4 2024

A detailed history of Bright Financial Advisors, Inc. transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Bright Financial Advisors, Inc. holds 19,769 shares of IVV stock, worth $12 Million. This represents 7.31% of its overall portfolio holdings.

Number of Shares
19,769
Previous 20,585 3.96%
Holding current value
$12 Million
Previous $11.9 Billion 1.99%
% of portfolio
7.31%
Previous 7.55%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 28, 2025
SELL
$570.51 - $610.59 $465,536 - $498,241
-816 Reduced 3.96%
19,769 $11.6 Billion
Q3 2024

Oct 10, 2024
BUY
$520.18 - $576.82 $291,820 - $323,596
561 Added 2.8%
20,585 $11.9 Billion
Q2 2024

Aug 12, 2024
SELL
$497.53 - $549.64 $1.59 Million - $1.76 Million
-3,193 Reduced 13.75%
20,024 $11 Billion
Q1 2024

May 09, 2024
BUY
$469.56 - $525.73 $10.9 Million - $12.2 Million
23,217 New
23,217 $10.7 Billion

Others Institutions Holding IVV

# of Institutions
3,569
Shares Held
696M
Call Options Held
1.44M
Put Options Held
1.11M
View Full List

About ISHARES CORE S&P 500 ETF

IVV Quotes by TradingView
  • Ticker IVV
  • Sector ETFs
  • Industry ETFs
More about IVV
Track This Portfolio

Track Bright Financial Advisors, Inc. Portfolio

Follow Bright Financial Advisors, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Bright Financial Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Bright Financial Advisors, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email