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 19,859 shares of IVV stock, worth $12.7 Million. This represents 6.84% of its overall portfolio holdings.

Number of Shares
19,859
Previous 19,759 0.51%
Holding current value
$12.7 Million
Previous $11.1 Billion 11.06%
% of portfolio
6.84%
Previous 6.82%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 16, 2025

BUY
$498.8 - $620.9 $49,880 - $62,090
100 Added 0.51%
19,859 $12.3 Billion
Q1 2025

May 13, 2025

SELL
$554.06 - $615.85 $5,540 - $6,158
-10 Reduced 0.05%
19,759 $11.1 Billion
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

About ISHARES CORE S&P 500 ETF


  • Ticker IVV
  • Sector ETFs
  • Industry ETFs
More about IVV
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