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

Rfg Bristol Wealth Advisors, LLC

  • $298 Billion
  • Q1 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 44,531 shares of IVV stock, worth $24.8 Million. This represents 8.38% of its overall portfolio holdings.

Number of Shares
44,531
Previous 43,043 3.46%
Holding current value
$24.8 Million
Previous $25.3 Billion 1.25%
% of portfolio
8.38%
Previous 8.32%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
3,916
Shares Held
818M
Call Options Held
14.7M
Put Options Held
3.43M
View Full List

About ISHARES CORE S&P 500 ETF

IVV Quotes by TradingView
  • Ticker IVV
  • Sector ETFs
  • Industry ETFs
More about IVV
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