Joel Adams & Associates, Inc. Ishares Russell 1000 Val ETF Transaction History

Joel Adams & Associates, Inc.

  • $113 Billion
  • Q2 2025

A detailed history of Joel Adams & Associates, Inc. transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Joel Adams & Associates, Inc. holds 2,900 shares of IWD stock, worth $567,414. This represents 0.5% of its overall portfolio holdings.

Number of Shares
2,900
Previous 1,501 93.2%
Holding current value
$567,414
Previous $282 Million 99.4%
% of portfolio
0.5%
Previous 0.25%

Shares

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

Jul 25, 2025
BUY
$166.82 - $194.23 $233,381 - $271,727
1,399 Added 93.2%
2,900 $563 Million
Q1 2025

Apr 22, 2025
BUY
$182.82 - $196.21 $274,412 - $294,511
1,501 New
1,501 $282 Million

Others Institutions Holding IWD

# of Institutions
1,931
Shares Held
275M
Call Options Held
617K
Put Options Held
5.88M
View Full List

About ISHARES RUSSELL 1000 VAL ETF

IWD Quotes by TradingView
  • Ticker IWD
  • Sector ETFs
  • Industry ETFs
More about IWD
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