A detailed history of Bright Futures Wealth Management, Llc. transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Bright Futures Wealth Management, Llc. holds 533 shares of IVV stock, worth $322,123. This represents 0.16% of its overall portfolio holdings.

Number of Shares
533
Previous 642 16.98%
Holding current value
$322,123
Previous $351,000 12.54%
% of portfolio
0.16%
Previous 0.17%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 31, 2024

SELL
$520.18 - $576.82 $56,699 - $62,873
-109 Reduced 16.98%
533 $307,000
Q2 2024

Aug 07, 2024

SELL
$497.53 - $549.64 $31,841 - $35,176
-64 Reduced 9.07%
642 $351,000
Q1 2024

Jun 28, 2024

BUY
$469.56 - $525.73 $331,509 - $371,165
706 New
706 $388 Million

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 Futures Wealth Management, Llc. Portfolio

Follow Bright Futures Wealth Management, Llc. 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 Futures Wealth Management, Llc., based on Form 13F filings with the SEC.

News

Stay updated on Bright Futures Wealth Management, Llc. with notifications on news.