A detailed history of Joel Adams & Associates, Inc. transactions in Ishares stock. As of the latest transaction made, Joel Adams & Associates, Inc. holds 11,958 shares of ICLN stock, worth $163,705. This represents 0.14% of its overall portfolio holdings.

Number of Shares
11,958
Previous 10,517 13.7%
Holding current value
$163,705
Previous $120 Million 30.52%
% of portfolio
0.14%
Previous 0.11%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 25, 2025

BUY
$10.56 - $13.31 $15,216 - $19,179
1,441 Added 13.7%
11,958 $157 Million
Q4 2024

Jan 31, 2025

BUY
$11.35 - $14.51 $119,367 - $152,601
10,517 New
10,517 $120 Million

Others Institutions Holding ICLN

About ISHARES


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

Track Joel Adams & Associates, Inc. Portfolio

Follow Joel Adams & Associates, Inc. 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 Joel Adams & Associates, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Joel Adams & Associates, Inc. with notifications on news.