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 $3.47 Million. This represents 3.04% of its overall portfolio holdings.
Number of Shares
55,422
Previous 53,962
2.71%
Holding current value
$3.47 Million
Previous $3.15 Billion
9.16%
% of portfolio
3.04%
Previous 2.83%
Shares
3 transactions
Others Institutions Holding IJH
# of Institutions
2,694Shares Held
1.16BCall Options Held
634KPut Options Held
150K-
Northwestern Mutual Wealth Management CO114MShares$7.13 Billion5.49% of portfolio
-
Bank Of America Corp Charlotte, NC69.5MShares$4.34 Billion0.33% of portfolio
-
Wells Fargo & Company San Francisco, CA50.2MShares$3.14 Billion0.68% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL37.6MShares$2.35 Billion0.85% of portfolio
-
Morgan Stanley New York, NY36.9MShares$2.31 Billion0.16% of portfolio