Joel Adams & Associates, Inc. Ishares Core S&P 500 ETF Transaction History
Joel Adams & Associates, Inc.
- $111 Billion
- Q1 2025
A detailed history of Joel Adams & Associates, Inc. transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Joel Adams & Associates, Inc. holds 981 shares of IVV stock, worth $527,630. This represents 0.5% of its overall portfolio holdings.
Number of Shares
981
Previous 1,529
35.84%
Holding current value
$527,630
Previous $900 Million
38.77%
% of portfolio
0.5%
Previous 0.82%
Shares
2 transactions
Others Institutions Holding IVV
# of Institutions
3,887Shares Held
759MCall Options Held
1.94MPut Options Held
2.31M-
Black Rock Inc. New York, NY66.4MShares$35.7 Billion0.84% of portfolio
-
Envestnet Asset Management Inc33.5MShares$18 Billion6.55% of portfolio
-
Northwestern Mutual Wealth Management CO30.5MShares$16.4 Billion15.25% of portfolio
-
Morgan Stanley New York, NY27.9MShares$15 Billion1.18% of portfolio
-
Marshall Wace, LLP London, X023.6MShares$12.7 Billion17.72% of portfolio