Joel Adams & Associates, Inc. Ishares Barclays Transaction History
Joel Adams & Associates, Inc.
- $111 Billion
- Q1 2025
A detailed history of Joel Adams & Associates, Inc. transactions in Ishares Barclays stock. As of the latest transaction made, Joel Adams & Associates, Inc. holds 3,993 shares of IEF stock, worth $374,743. This represents 0.34% of its overall portfolio holdings.
Number of Shares
3,993
Previous 3,747
6.57%
Holding current value
$374,743
Previous $346 Million
9.91%
% of portfolio
0.34%
Previous 0.31%
Shares
2 transactions
Others Institutions Holding IEF
# of Institutions
1,140Shares Held
306MCall Options Held
13MPut Options Held
7.14M-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa55MShares$5.16 Billion2.31% of portfolio
-
Jpmorgan Chase & CO New York, NY28.1MShares$2.63 Billion0.21% of portfolio
-
Envestnet Asset Management Inc12.4MShares$1.16 Billion0.4% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN11.2MShares$1.05 Billion0.3% of portfolio
-
Morgan Stanley New York, NY11.1MShares$1.04 Billion0.08% of portfolio