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

Rfg Bristol Wealth Advisors, LLC

$359 Billion
Q4 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 62,814 shares of IVV stock, worth $42.4 Million. This represents 11.98% of its overall portfolio holdings.

Number of Shares

62,814

Previous 60,216 4.31%

Holding current value

$42.4 Million

Previous $40.3 Billion 6.75%

% of portfolio

11.98%

Previous 11.64%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 22, 2026	BUY	$656.2 - $690.71 $1.7 Million - $1.79 Million	2,598 Added 4.31%	62,814 $43 Billion
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

4,184

Shares Held

798M

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