Joel Adams & Associates, Inc. Ishares Tr Ishares Esg Aware 1 Transaction History
Joel Adams & Associates, Inc.
- $111 Billion
- Q1 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 15,587 shares of SUSB stock, worth $389,675. This represents 0.35% of its overall portfolio holdings.
Number of Shares
15,587
Previous 16,258
4.13%
Holding current value
$389,675
Previous $402 Million
3.0%
% of portfolio
0.35%
Previous 0.36%
Shares
2 transactions
Others Institutions Holding SUSB
# of Institutions
333Shares Held
30.3MCall Options Held
0Put Options Held
0-
Goldman Sachs Group Inc New York, NY3.07MShares$76.7 Million0.01% of portfolio
-
Envestnet Asset Management Inc2.24MShares$56 Million0.02% of portfolio
-
Morgan Stanley New York, NY1.11MShares$27.6 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC874KShares$21.9 Million0.01% of portfolio
-
Royal Bank Of Canada Toronto, A6801KShares$20 Million0.0% of portfolio