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

Bestgate Wealth Advisors, LLC

  • $56.6 Billion
  • Q3 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 10,213 shares of IVV stock, worth $6.9 Million. This represents 12.07% of its overall portfolio holdings.

Number of Shares
10,213
Previous 10,497 2.71%
Holding current value
$6.9 Million
Previous $5.9 Billion 15.89%
% of portfolio
12.07%
Previous 12.23%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 27, 2025
SELL
$620.67 - $670.08 $176,270 - $190,302
-284 Reduced 2.71%
10,213 $6.84 Billion
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
4,137
Shares Held
789M
Call Options Held
3.41M
Put Options Held
2.27M
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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