Joel Adams & Associates, Inc. Ishares Barclays Transaction History
Joel Adams & Associates, Inc.
- $113 Billion
- Q2 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 4,116 shares of IEF stock, worth $392,584. This represents 0.35% of its overall portfolio holdings.
Number of Shares
4,116
Previous 3,993
3.08%
Holding current value
$392,584
Previous $381 Million
3.51%
% of portfolio
0.35%
Previous 0.34%
Shares
3 transactions
Others Institutions Holding IEF
# of Institutions
1,153Shares Held
305MCall Options Held
6.96MPut Options Held
4.1M-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa55MShares$5.24 Billion2.31% of portfolio
-
Jpmorgan Chase & CO New York, NY28.1MShares$2.68 Billion0.21% of portfolio
-
Envestnet Asset Management Inc12.4MShares$1.19 Billion0.37% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN11.2MShares$1.07 Billion0.3% of portfolio
-
Morgan Stanley New York, NY11.1MShares$1.06 Billion0.08% of portfolio