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

Adg Wealth Management Group, LLC

  • $126 Billion
  • Q3 2025

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 8,853 shares of IVV stock, worth $5.98 Million. This represents 4.71% of its overall portfolio holdings.

Number of Shares
8,853
Previous 10,416 15.01%
Holding current value
$5.98 Million
Previous $6.47 Billion 8.38%
% of portfolio
4.71%
Previous 5.51%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 14, 2025
SELL
$620.67 - $670.08 $970,107 - $1.05 Million
-1,563 Reduced 15.01%
8,853 $5.93 Billion
Q2 2025

Aug 05, 2025
SELL
$498.8 - $620.9 $287,308 - $357,638
-576 Reduced 5.24%
10,416 $6.47 Billion
Q1 2025

May 01, 2025
BUY
$554.06 - $615.85 $152,366 - $169,358
275 Added 2.57%
10,992 $6.18 Billion
Q4 2024

Feb 05, 2025
BUY
$570.51 - $610.59 $6.11 Million - $6.54 Million
10,717 New
10,717 $6.31 Billion

Others Institutions Holding IVV

# of Institutions
4,136
Shares Held
789M
Call Options Held
3.41M
Put Options Held
2.27M
View Full List

About ISHARES CORE S&P 500 ETF

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