Joel Adams & Associates, Inc. Ishares Core S&P Mid Cap ETF Transaction History
Joel Adams & Associates, Inc.
- $113 Billion
- Q2 2025
A detailed history of Joel Adams & Associates, Inc. transactions in Ishares Core S&P Mid Cap ETF stock. As of the latest transaction made, Joel Adams & Associates, Inc. holds 55,422 shares of IJH stock, worth $3.65 Million. This represents 3.04% of its overall portfolio holdings.
Number of Shares
55,422
Previous 53,962
2.71%
Holding current value
$3.65 Million
Previous $3.15 Billion
9.16%
% of portfolio
3.04%
Previous 2.83%
Shares
3 transactions
Others Institutions Holding IJH
# of Institutions
2,728Shares Held
1.18BCall Options Held
709KPut Options Held
118K-
Northwestern Mutual Wealth Management CO120MShares$7.89 Billion5.49% of portfolio
-
Bank Of America Corp Charlotte, NC67.9MShares$4.47 Billion0.32% of portfolio
-
Wells Fargo & Company San Francisco, CA50.1MShares$3.3 Billion0.66% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL38.7MShares$2.55 Billion0.86% of portfolio
-
Morgan Stanley New York, NY37MShares$2.43 Billion0.15% of portfolio