Adg Wealth Management Group, LLC Ishares Tr Transaction History

Adg Wealth Management Group, LLC

  • $132 Billion
  • Q4 2025

A detailed history of Adg Wealth Management Group, LLC transactions in Ishares Tr stock. As of the latest transaction made, Adg Wealth Management Group, LLC holds 9,887 shares of DVY stock, worth $1.39 Million. This represents 1.06% of its overall portfolio holdings.

Number of Shares
9,887
Previous 9,414 5.02%
Holding current value
$1.39 Million
Previous $1.34 Billion 4.31%
% of portfolio
1.06%
Previous 1.06%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 15, 2026
BUY
$138.1 - $143.11 $65,321 - $67,691
473 Added 5.02%
9,887 $1.4 Billion
Q3 2025

Oct 14, 2025
SELL
$133.88 - $142.57 $8,166 - $8,696
-61 Reduced 0.64%
9,414 $1.34 Billion
Q2 2025

Aug 05, 2025
BUY
$118.37 - $134.86 $8,641 - $9,844
73 Added 0.78%
9,475 $1.26 Billion
Q1 2025

May 01, 2025
BUY
$128.58 - $138.1 $83,319 - $89,488
648 Added 7.4%
9,402 $1.26 Billion
Q4 2024

Feb 05, 2025
BUY
$129.55 - $143.41 $1.13 Million - $1.26 Million
8,754 New
8,754 $1.15 Billion

Others Institutions Holding DVY

# of Institutions
1,488
Shares Held
69.2M
Call Options Held
1.01M
Put Options Held
70.3K
View Full List

About ISHARES TR

DVY Quotes by TradingView
  • Ticker DVY
  • Sector ETFs
  • Industry ETFs
More about DVY
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.

Choose your preferred platform and Sign Up 👇 Telegram Email