Joel Adams & Associates, Inc. Ishares Barclays Transaction History
Joel Adams & Associates, Inc.
- $124 Billion
- Q3 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 4,732 shares of IEF stock, worth $456,354. This represents 0.37% of its overall portfolio holdings.
Number of Shares
4,732
Previous 4,116
14.97%
Holding current value
$456,354
Previous $394 Million
15.8%
% of portfolio
0.37%
Previous 0.35%
Shares
4 transactions
Others Institutions Holding IEF
# of Institutions
1,179Shares Held
341MCall Options Held
16.7MPut Options Held
15.9M-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa87.7MShares$8.45 Billion3.12% of portfolio
-
Jpmorgan Chase & CO New York, NY26.7MShares$2.57 Billion0.17% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN15MShares$1.44 Billion0.35% of portfolio
-
Morgan Stanley New York, NY14.3MShares$1.38 Billion0.09% of portfolio
-
Envestnet Asset Management Inc12.8MShares$1.24 Billion0.38% of portfolio