Joel Adams & Associates, Inc. Ishares Core S&P Sm Cap ETF Transaction History
Joel Adams & Associates, Inc.
- $110 Billion
- Q4 2024
A detailed history of Joel Adams & Associates, Inc. transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Joel Adams & Associates, Inc. holds 16,922 shares of IJR stock, worth $2 Million. This represents 1.77% of its overall portfolio holdings.
Number of Shares
16,922Holding current value
$2 Million% of portfolio
1.77%Shares
1 transactions
Others Institutions Holding IJR
# of Institutions
2,637Shares Held
504MCall Options Held
1.03MPut Options Held
671K-
Northwestern Mutual Wealth Management CO36.3MShares$4.3 Billion3.79% of portfolio
-
Bank Of America Corp Charlotte, NC31MShares$3.67 Billion0.31% of portfolio
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Morgan Stanley New York, NY18.7MShares$2.21 Billion0.16% of portfolio
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Envestnet Asset Management Inc17.8MShares$2.1 Billion0.69% of portfolio
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Wells Fargo & Company San Francisco, CA16.1MShares$1.91 Billion0.44% of portfolio