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

Adg Wealth Management Group, LLC

$106 Billion
Q1 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 51,602 shares of IVE stock, worth $9.84 Million. This represents 9.27% of its overall portfolio holdings.

Number of Shares

51,602

Previous 51,348 0.49%

Holding current value

$9.84 Million

Previous $9.8 Billion 0.34%

% of portfolio

9.27%

Previous 8.7%

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
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

1,696

Shares Held

160M

Call Options Held

124K

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