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

Wingate Wealth Advisors, Inc.

$144 Billion
Q3 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 2,114 shares of IVV stock, worth $1.43 Million. This represents 0.98% of its overall portfolio holdings.

Number of Shares

2,114

Previous 1,711 23.55%

Holding current value

$1.43 Million

Previous $1.06 Billion 33.16%

% of portfolio

0.98%

Previous 0.95%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

4,136

Shares Held

789M

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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wingate Wealth Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Wingate Wealth Advisors, Inc. with notifications on news.

Account

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