Adg Wealth Management Group, LLC Ishares Core S&P 500 ETF Transaction History
Adg Wealth Management Group, LLC
- $113 Billion
- Q4 2024
A detailed history of Adg Wealth Management Group, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Adg Wealth Management Group, LLC holds 10,717 shares of IVV stock, worth $6.47 Million. This represents 5.6% of its overall portfolio holdings.
Number of Shares
10,717Holding current value
$6.47 Million% of portfolio
5.6%Shares
1 transactions
Others Institutions Holding IVV
# of Institutions
3,659Shares Held
719MCall Options Held
1.44MPut Options Held
1.1M-
Black Rock Inc. New York, NY66.4MShares$40.1 Billion0.84% of portfolio
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Envestnet Asset Management Inc34.6MShares$20.9 Billion6.62% of portfolio
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Northwestern Mutual Wealth Management CO29.3MShares$17.7 Billion15.08% of portfolio
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Bank Of America Corp Charlotte, NC25.2MShares$15.2 Billion1.23% of portfolio
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Morgan Stanley New York, NY24.9MShares$15.1 Billion1.06% of portfolio