Joel Adams & Associates, Inc. Ishares Tr Ishares Esg Aware 1 Transaction History

Joel Adams & Associates, Inc.

  • $113 Billion
  • Q2 2025

A detailed history of Joel Adams & Associates, Inc. transactions in Ishares Tr Ishares Esg Aware 1 stock. As of the latest transaction made, Joel Adams & Associates, Inc. holds 15,601 shares of SUSB stock, worth $392,209. This represents 0.35% of its overall portfolio holdings.

Number of Shares
15,601
Previous 15,587 0.09%
Holding current value
$392,209
Previous $390 Million 0.81%
% of portfolio
0.35%
Previous 0.35%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 25, 2025
BUY
$24.66 - $25.17 $345 - $352
14 Added 0.09%
15,601 $393 Million
Q1 2025

Apr 22, 2025
SELL
$24.6 - $24.99 $16,506 - $16,768
-671 Reduced 4.13%
15,587 $390 Million
Q4 2024

Jan 31, 2025
BUY
$24.61 - $25.12 $400,109 - $408,400
16,258 New
16,258 $402 Million

Others Institutions Holding SUSB

# of Institutions
332
Shares Held
28.7M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR ISHARES ESG AWARE 1

SUSB Quotes by TradingView
  • Ticker SUSB
  • Sector ETFs
  • Industry ETFs
More about SUSB
Track This Portfolio

Track Joel Adams & Associates, Inc. Portfolio

Follow Joel Adams & Associates, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Joel Adams & Associates, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Joel Adams & Associates, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email