Rfg Bristol Wealth Advisors, LLC Ishares Core S&P 500 ETF Transaction History

Rfg Bristol Wealth Advisors, LLC

$346 Billion
Q3 2025

A detailed history of Rfg Bristol Wealth Advisors, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Rfg Bristol Wealth Advisors, LLC holds 60,216 shares of IVV stock, worth $40.7 Million. This represents 11.64% of its overall portfolio holdings.

Number of Shares

60,216

Previous 38,371 56.93%

Holding current value

$40.7 Million

Previous $23.8 Billion 69.17%

% of portfolio

11.64%

Previous 7.39%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 22, 2025	BUY	$620.67 - $670.08 $13.6 Million - $14.6 Million	21,845 Added 56.93%	60,216 $40.3 Billion
Q2 2025 Aug 05, 2025	SELL	$498.8 - $620.9 $3.07 Million - $3.82 Million	-6,160 Reduced 13.83%	38,371 $23.8 Billion
Q1 2025 May 08, 2025	BUY	$554.06 - $615.85 $824,441 - $916,384	1,488 Added 3.46%	44,531 $25 Billion
Q4 2024 Feb 12, 2025	BUY	$570.51 - $610.59 $24.6 Million - $26.3 Million	43,043 New	43,043 $25.3 Billion

Others Institutions Holding IVV

# of Institutions

4,137

Shares Held

789M

Call Options Held

3.41M

Put Options Held

2.27M

View Full List

About ISHARES CORE S&P 500 ETF

Ticker IVV
Sector ETFs
Industry ETFs

More about IVV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Rfg Bristol Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Rfg Bristol Wealth Advisors, LLC with notifications on news.

Account

Rfg Bristol Wealth Advisors, LLC Ishares Core S&P 500 ETF Transaction History