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

Bestgate Wealth Advisors, LLC

  • $48.2 Billion
  • Q1 2025

A detailed history of Bestgate Wealth Advisors, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Bestgate Wealth Advisors, LLC holds 10,497 shares of IVV stock, worth $5.86 Million. This represents 12.23% of its overall portfolio holdings.

Number of Shares
10,497
Previous 11,582 9.37%
Holding current value
$5.86 Million
Previous $6.82 Billion 13.49%
% of portfolio
12.23%
Previous 13.68%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 29, 2025
SELL
$554.06 - $615.85 $601,155 - $668,197
-1,085 Reduced 9.37%
10,497 $5.9 Billion
Q4 2024

Feb 10, 2025
BUY
$570.51 - $610.59 $6.61 Million - $7.07 Million
11,582 New
11,582 $6.82 Billion

Others Institutions Holding IVV

# of Institutions
3,913
Shares Held
820M
Call Options Held
15.3M
Put Options Held
4M
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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