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 $283,118. This represents 0.25% of its overall portfolio holdings.
Number of Shares
1,501Holding current value
$283,118% of portfolio
0.25%Shares
1 transactions
Others Institutions Holding IWD
# of Institutions
1,907Shares Held
279MCall Options Held
617KPut Options Held
5.88M-
Bank Of America Corp Charlotte, NC50.6MShares$9.54 Billion0.78% of portfolio
-
Morgan Stanley New York, NY38.3MShares$7.22 Billion0.53% of portfolio
-
Goldman Sachs Group Inc New York, NY15.6MShares$2.95 Billion0.49% of portfolio
-
Jpmorgan Chase & CO New York, NY9.09MShares$1.71 Billion0.13% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA8.76MShares$1.65 Billion3.54% of portfolio