Wingate Wealth Advisors, Inc. Ishares Core S&P 500 ETF Transaction History

Wingate Wealth Advisors, Inc.

  • $86.9 Billion
  • Q1 2025

A detailed history of Wingate Wealth Advisors, Inc. transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Wingate Wealth Advisors, Inc. holds 1,405 shares of IVV stock, worth $841,496. This represents 0.91% of its overall portfolio holdings.

Number of Shares
1,405
Previous 3,131 55.13%
Holding current value
$841,496
Previous $1.84 Billion 57.18%
% of portfolio
0.91%
Previous 1.81%

Shares

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

Apr 23, 2025
SELL
$554.06 - $615.85 $956,307 - $1.06 Million
-1,726 Reduced 55.13%
1,405 $789 Million
Q4 2024

Jan 28, 2025
BUY
$570.51 - $610.59 $1.79 Million - $1.91 Million
3,131 New
3,131 $1.84 Billion

Others Institutions Holding IVV

# of Institutions
3,922
Shares Held
821M
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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