Adamsbrown Wealth Consultants LLC Ishares Core S&P 500 ETF Transaction History

Adamsbrown Wealth Consultants LLC

  • $302 Million
  • Q4 2025

A detailed history of Adamsbrown Wealth Consultants LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Adamsbrown Wealth Consultants LLC holds 395 shares of IVV stock, worth $266,747. This represents 0.09% of its overall portfolio holdings.

Number of Shares
395
Previous 400 1.25%
Holding current value
$266,747
Previous $267,000 0.37%
% of portfolio
0.09%
Previous 0.08%

Shares

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

Jan 13, 2026
SELL
$656.2 - $690.71 $3,281 - $3,453
-5 Reduced 1.25%
395 $266,000
Q3 2025

Nov 03, 2025
BUY
$620.67 - $670.08 $21,102 - $22,782
34 Added 9.29%
400 $267,000
Q2 2025

Jul 08, 2025
BUY
$498.8 - $620.9 $182,560 - $227,249
366 New
366 $227,000
Q3 2024

Oct 11, 2024
BUY
$520.18 - $576.82 $190,906 - $211,692
367 New
367 $211,000
Q2 2023

Jul 12, 2023
SELL
$406.17 - $445.71 $11,778 - $12,925
-29 Reduced 5.64%
485 $216,000
Q1 2023

May 10, 2023
SELL
$381.13 - $418.66 $298,424 - $327,810
-783 Reduced 60.37%
514 $211,000
Q4 2022

Jan 27, 2023
BUY
$357.98 - $409.32 $29,354 - $33,564
82 Added 6.75%
1,297 $0
Q3 2022

Oct 26, 2022
SELL
$358.65 - $432.04 $140,590 - $169,359
-392 Reduced 24.39%
1,215 $436,000
Q2 2022

Jul 27, 2022
SELL
$366.99 - $458.8 $88,444 - $110,570
-241 Reduced 13.04%
1,607 $609,000
Q1 2022

May 16, 2022
BUY
$418.06 - $479.84 $57,692 - $66,217
138 Added 8.07%
1,848 $839,000
Q4 2021

Feb 17, 2022
BUY
$430.29 - $479.53 $735,795 - $819,996
1,710 New
1,710 $816,000

Others Institutions Holding IVV

# of Institutions
4,172
Shares Held
796M
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
Track This Portfolio

Track Adamsbrown Wealth Consultants LLC Portfolio

Follow Adamsbrown Wealth Consultants 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 Adamsbrown Wealth Consultants LLC, based on Form 13F filings with the SEC.

News

Stay updated on Adamsbrown Wealth Consultants LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email