Adg Wealth Management Group, LLC Ishares S&P 500 Growth 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 Growth ETF stock. As of the latest transaction made, Adg Wealth Management Group, LLC holds 243,373 shares of IVW stock, worth $27.9 Million. This represents 22.81% of its overall portfolio holdings.

Number of Shares
243,373
Previous 205,905 18.2%
Holding current value
$27.9 Million
Previous $19.1 Billion 40.19%
% of portfolio
22.81%
Previous 18.02%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 05, 2025
BUY
$82.96 - $110.1 $3.11 Million - $4.13 Million
37,468 Added 18.2%
243,373 $26.8 Billion
Q1 2025

May 01, 2025
SELL
$92.45 - $106.69 $257,011 - $296,598
-2,780 Reduced 1.33%
205,905 $19.1 Billion
Q4 2024

Feb 05, 2025
BUY
$94.43 - $105.47 $19.7 Million - $22 Million
208,685 New
208,685 $21.2 Billion

Others Institutions Holding IVW

# of Institutions
2,079
Shares Held
420M
Call Options Held
196K
Put Options Held
101K
View Full List

About ISHARES S&P 500 GROWTH ETF

IVW Quotes by TradingView
  • Ticker IVW
  • Sector ETFs
  • Industry ETFs
More about IVW
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