Adg Wealth Management Group, LLC Ishares S&P 500 Value ETF Transaction History

Adg Wealth Management Group, LLC

$117 Billion
Q2 2025

A detailed history of Adg Wealth Management Group, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Adg Wealth Management Group, LLC holds 56,215 shares of IVE stock, worth $11.1 Million. This represents 9.35% of its overall portfolio holdings.

Number of Shares

56,215

Previous 51,602 8.94%

Holding current value

$11.1 Million

Previous $9.83 Billion 11.71%

% of portfolio

9.35%

Previous 9.27%

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 05, 2025	BUY	$168.34 - $195.42 $776,552 - $901,472	4,613 Added 8.94%	56,215 $11 Billion
Q1 2025 May 01, 2025	BUY	$185.78 - $198.58 $47,188 - $50,439	254 Added 0.49%	51,602 $9.83 Billion
Q4 2024 Feb 05, 2025	BUY	$189.5 - $206.17 $9.73 Million - $10.6 Million	51,348 New	51,348 $9.8 Billion

Others Institutions Holding IVE

# of Institutions

1,706

Shares Held

163M

Call Options Held

128K

Put Options Held

51.5K

View Full List

About ISHARES S&P 500 VALUE ETF

Ticker IVE
Sector ETFs
Industry ETFs

More about IVE

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Adg Wealth Management Group, LLC Ishares S&P 500 Value ETF Transaction History