Joel Adams & Associates, Inc. Ishares Core S&P Sm Cap ETF Transaction History

Joel Adams & Associates, Inc.

  • $124 Billion
  • Q3 2025

A detailed history of Joel Adams & Associates, Inc. transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Joel Adams & Associates, Inc. holds 16,051 shares of IJR stock, worth $1.88 Million. This represents 1.54% of its overall portfolio holdings.

Number of Shares
16,051
Previous 16,194 0.88%
Holding current value
$1.88 Million
Previous $1.77 Billion 7.76%
% of portfolio
1.54%
Previous 1.57%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 06, 2025
SELL
$108.46 - $120.63 $15,509 - $17,250
-143 Reduced 0.88%
16,051 $1.91 Billion
Q2 2025

Jul 25, 2025
SELL
$90.56 - $109.49 $39,574 - $47,847
-437 Reduced 2.63%
16,194 $1.77 Billion
Q1 2025

Apr 22, 2025
SELL
$102.49 - $119.96 $29,824 - $34,908
-291 Reduced 1.72%
16,631 $1.74 Billion
Q4 2024

Jan 31, 2025
BUY
$113.92 - $127.38 $1.93 Million - $2.16 Million
16,922 New
16,922 $1.95 Billion

Others Institutions Holding IJR

# of Institutions
2,887
Shares Held
537M
Call Options Held
490K
Put Options Held
348K
View Full List

About ISHARES CORE S&P SM CAP ETF

IJR Quotes by TradingView
  • Ticker IJR
  • Sector ETFs
  • Industry ETFs
More about IJR
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.

Choose your preferred platform and Sign Up 👇 Telegram Email