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 20,585 shares of IVV stock, worth $12.3 Million. This represents 7.55% of its overall portfolio holdings.

Number of Shares
20,585
Previous 20,024 2.8%
Holding current value
$12.3 Million
Previous $11 Billion 8.36%
% of portfolio
7.55%
Previous 7.73%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About ISHARES CORE S&P 500 ETF


  • 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.