Bright Financial Advisors, Inc. Ishares Core S&P 500 ETF Transaction History

Bright Financial Advisors, Inc.

$205 Billion
Q3 2025

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 19,975 shares of IVV stock, worth $13.5 Million. This represents 6.53% of its overall portfolio holdings.

Number of Shares

19,975

Previous 19,859 0.58%

Holding current value

$13.5 Million

Previous $12.3 Billion 8.42%

% of portfolio

6.53%

Previous 6.84%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 10, 2025	BUY	$620.67 - $670.08 $71,997 - $77,729	116 Added 0.58%	19,975 $13.4 Billion
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

# of Institutions

4,136

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

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Bright Financial Advisors, Inc. Ishares Core S&P 500 ETF Transaction History