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

Wingate Wealth Advisors, Inc.

$179 Billion
Q4 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 1,971 shares of IVV stock, worth $1.33 Million. This represents 0.75% of its overall portfolio holdings.

Number of Shares

1,971

Previous 2,114 6.76%

Holding current value

$1.33 Million

Previous $1.41 Billion 4.55%

% of portfolio

0.75%

Previous 0.98%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 28, 2026	SELL	$656.2 - $690.71 $93,836 - $98,771	-143 Reduced 6.76%	1,971 $1.35 Billion
Q3 2025 Oct 23, 2025	BUY	$620.67 - $670.08 $250,130 - $270,042	403 Added 23.55%	2,114 $1.41 Billion
Q2 2025 Jul 29, 2025	BUY	$498.8 - $620.9 $152,632 - $189,995	306 Added 21.78%	1,711 $1.06 Billion
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

4,208

Shares Held

796M

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