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iShares S&P 500 Index shares owned by Bright Financial Advisors

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Bright Financial Advisors from 13F filings

Historical chart of Bright Financial Advisors investment in iShares S&P 500 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Index held by Bright Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P 500 Index by Bright Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $12M 21k 576.81
2024-06-30 $11M 20k 547.25
2024-03-31 $11M 23k 459.51

More positions owned by Bright Financial Advisors

Ishares Tr Core Us Aggbd Et (AGG)
Spdr Gold Tr Gold Shs (GLD)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Scp Etf (IJR)
Ssga Active Etf Tr Globl Allo Etf (GAL)
Stryker Corporation (SYK)
Ishares Tr Core S&p Mcp Etf (IJH)
Eaton Corp SHS (ETN)
Apple (AAPL)
Vanguard Index Fds Total Stk Mkt (VTI)
World Gold Tr Spdr Gld Minis (GLDM)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Dimensional Etf Trust Ultrashort Fixed (DUSB)
Berkshire Hathaway Inc Del Cl A (BRK.A)

View all positions for Bright Financial Advisors

Top funds holding iShares S&P 500 Index

BlackRock
Envestnet Asset Management
Northwestern Mutual Wealth Management Company
Marshall Wace
Morgan Stanley
Creative Planning
Jpmorgan Chase & Co
Bank of America Corporation
Wells Fargo & Company
Pnc Financial Services
Bank of New York Mellon
Goldman Sachs Group
Royal Bank of Canada
International Assets Investment Management
LPL Financial

View all funds holding iShares S&P 500 Index