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 205,905 shares of IVW stock, worth $23.5 Million. This represents 18.02% of its overall portfolio holdings.

Number of Shares
205,905
Previous 208,685 1.33%
Holding current value
$23.5 Million
Previous $21.2 Billion 9.79%
% of portfolio
18.02%
Previous 18.81%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About ISHARES S&P 500 GROWTH ETF


  • Ticker IVW
  • Sector ETFs
  • Industry ETFs
More about IVW
Track This Portfolio

Track Adg Wealth Management Group, LLC Portfolio

Follow Adg Wealth Management Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Adg Wealth Management Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Adg Wealth Management Group, LLC with notifications on news.