Joel Adams & Associates, Inc. Ishares Short Term National Mu Transaction History
Joel Adams & Associates, Inc.
- $113 Billion
- Q2 2025
A detailed history of Joel Adams & Associates, Inc. transactions in Ishares Short Term National Mu stock. As of the latest transaction made, Joel Adams & Associates, Inc. holds 8,471 shares of SUB stock, worth $904,787. This represents 0.8% of its overall portfolio holdings.
Number of Shares
8,471
Previous 8,422
0.58%
Holding current value
$904,787
Previous $889 Million
1.29%
% of portfolio
0.8%
Previous 0.8%
Shares
3 transactions
Others Institutions Holding SUB
# of Institutions
942Shares Held
74.3MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.03MShares$751 Million0.06% of portfolio
-
Mercer Global Advisors Inc Denver, CO6.57MShares$702 Million1.61% of portfolio
-
Envestnet Asset Management Inc5.5MShares$588 Million0.18% of portfolio
-
Tiaa Trust, National Association Charlotte, NC3.41MShares$364 Million0.95% of portfolio
-
Morgan Stanley New York, NY3.3MShares$353 Million0.03% of portfolio