Joel Adams & Associates, Inc. Ishares Russell 1000 Val ETF Transaction History
Joel Adams & Associates, Inc.
- $111 Billion
- Q1 2025
A detailed history of Joel Adams & Associates, Inc. transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Joel Adams & Associates, Inc. holds 1,501 shares of IWD stock, worth $265,707. This represents 0.25% of its overall portfolio holdings.
Number of Shares
1,501Holding current value
$265,707% of portfolio
0.25%Shares
1 transactions
Others Institutions Holding IWD
# of Institutions
1,883Shares Held
288MCall Options Held
1.31MPut Options Held
1.09M-
Bank Of America Corp Charlotte, NC54.1MShares$9.57 Billion0.86% of portfolio
-
Morgan Stanley New York, NY38.4MShares$6.79 Billion0.51% of portfolio
-
Goldman Sachs Group Inc New York, NY15.3MShares$2.7 Billion0.46% of portfolio
-
Jpmorgan Chase & CO New York, NY9.25MShares$1.64 Billion0.14% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA9.01MShares$1.6 Billion3.52% of portfolio