A detailed history of Joel Adams & Associates, Inc. transactions in Ishares Tr stock. As of the latest transaction made, Joel Adams & Associates, Inc. holds 56,228 shares of IEFA stock, worth $4.76 Million. This represents 4.16% of its overall portfolio holdings.

Number of Shares
56,228
Previous 60,273 6.71%
Holding current value
$4.76 Million
Previous $4.56 Billion 2.95%
% of portfolio
4.16%
Previous 4.1%

Shares

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

Jul 25, 2025

SELL
$67.83 - $84.09 $274,372 - $340,144
-4,045 Reduced 6.71%
56,228 $4.69 Billion
Q1 2025

Apr 22, 2025

BUY
$69.57 - $78.65 $26,645 - $30,122
383 Added 0.64%
60,273 $4.56 Billion
Q4 2024

Jan 31, 2025

BUY
$70.06 - $77.43 $4.2 Million - $4.64 Million
59,890 New
59,890 $4.21 Billion

Others Institutions Holding IEFA

About ISHARES TR


  • Ticker IEFA
  • Sector ETFs
  • Industry ETFs
More about IEFA
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.