ADG Wealth Management Group, LLC IVE Holdings History
ADG Wealth Management Group, LLC's iShares S&P 500 Value ETF Holding Summary
As of 2025-03-31, ADG Wealth Management Group, LLC held 51,602.00 shares of iShares S&P 500 Value ETF(IVE), totaling $9.83 Mil. This investment constitutes 9.27% of their stock portfolio, and ADG Wealth Management Group, LLC now holds 0.03% of the outstanding iShares S&P 500 Value ETF(IVE) stock.
The initial trade took place in 2024Q4. And since then ADG Wealth Management Group, LLC has made 1 purchases of IVE, at an average price of $198.35, for a total of 51,602.00 shares. Based on historical transaction data and IVE's current price of $197.20, ADG Wealth Management Group, LLC's estimated gain on his IVE holdings is $-59,137.36, reflecting a -0.58% gain to date.
ADG Wealth Management Group, LLC IVE ($197.20) Holding Chart
ADG Wealth Management Group, LLC IVE ($197.20) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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