Joel Adams & Associates, Inc. Ishares Core S&P 500 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 500 ETF stock. As of the latest transaction made, Joel Adams & Associates, Inc. holds 902 shares of IVV stock, worth $591,892. This represents 0.5% of its overall portfolio holdings.
Number of Shares
902
Previous 981
8.05%
Holding current value
$591,892
Previous $551 Million
1.56%
% of portfolio
0.5%
Previous 0.5%
Shares
3 transactions
Others Institutions Holding IVV
# of Institutions
4,036Shares Held
744MCall Options Held
4.19MPut Options Held
2.82M-
Black Rock Inc. New York, NY66.4MShares$43.6 Billion0.84% of portfolio
-
Northwestern Mutual Wealth Management CO32.5MShares$21.3 Billion14.88% of portfolio
-
Envestnet Asset Management Inc28.4MShares$18.6 Billion5.4% of portfolio
-
Morgan Stanley New York, NY24.8MShares$16.2 Billion1.04% of portfolio
-
Jpmorgan Chase & CO New York, NY23.9MShares$15.7 Billion1.05% of portfolio