Joel Adams & Associates, Inc. Ishares Msci Usa Small Cap Min Transaction History
Joel Adams & Associates, Inc.
- $111 Billion
- Q1 2025
A detailed history of Joel Adams & Associates, Inc. transactions in Ishares Msci Usa Small Cap Min stock. As of the latest transaction made, Joel Adams & Associates, Inc. holds 11,234 shares of SMMV stock, worth $457,448. This represents 0.42% of its overall portfolio holdings.
Number of Shares
11,234
Previous 16,841
33.29%
Holding current value
$457,448
Previous $698 Million
33.31%
% of portfolio
0.42%
Previous 0.63%
Shares
2 transactions
Others Institutions Holding SMMV
# of Institutions
135Shares Held
6.11MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC1.19MShares$48.4 Million0.0% of portfolio
-
Mercer Global Advisors Inc Denver, CO594KShares$24.2 Million0.06% of portfolio
-
Envestnet Asset Management Inc572KShares$23.3 Million0.01% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL409KShares$16.6 Million0.02% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL326KShares$13.3 Million0.01% of portfolio