BRIGHT FINANCIAL ADVISORS, INC. IVV Holdings History
BRIGHT FINANCIAL ADVISORS, INC.'s iShares Core S&P 500 ETF Holding Summary
As of 2025-06-30, BRIGHT FINANCIAL ADVISORS, INC. held 19,859.00 shares of iShares Core S&P 500 ETF(IVV), totaling $12.33 Mil. This investment constitutes 6.84% of their stock portfolio, and BRIGHT FINANCIAL ADVISORS, INC. now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2024Q1. And since then BRIGHT FINANCIAL ADVISORS, INC. has made 2 purchases of IVV, at an average price of $501.98, for a total of 23,878.00 shares. In addition, there have been 3 sales at an average price of $539.47 for 4,019.00 shares. Based on historical transaction data and IVV's current price of $630.67, BRIGHT FINANCIAL ADVISORS, INC.'s estimated gain on his IVV holdings is $2.71 Mil, reflecting a 22.58% gain to date.
BRIGHT FINANCIAL ADVISORS, INC. IVV ($630.67) Holding Chart
BRIGHT FINANCIAL ADVISORS, INC. IVV ($630.67) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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