Joel Adams & Associates, Inc. Ishares Transaction History

Joel Adams & Associates, Inc.

$110 Billion
Q4 2024

A detailed history of Joel Adams & Associates, Inc. transactions in Ishares stock. As of the latest transaction made, Joel Adams & Associates, Inc. holds 10,517 shares of ICLN stock, worth $119,578. This represents 0.11% of its overall portfolio holdings.

Number of Shares

10,517

Holding current value

$119,578

% of portfolio

0.11%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 31, 2025	BUY	$11.35 - $14.51 $119,367 - $152,601	10,517 New	10,517 $120 Million

Others Institutions Holding ICLN

# of Institutions

532

Shares Held

42.7M

Call Options Held

4.51M

Put Options Held

5.26M

Bank Of America Corp Charlotte, NC

6.39M
Shares

$72.6 Million
0.01% of portfolio
Morgan Stanley New York, NY

3.26M
Shares

$37 Million
0.0% of portfolio
Ubs Group Ag

2.72M
Shares

$31 Million
0.01% of portfolio
Goldman Sachs Group Inc New York, NY

1.65M
Shares

$18.8 Million
0.0% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

1.32M
Shares

$15.1 Million
0.03% of portfolio

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About ISHARES

Ticker ICLN
Sector ETFs
Industry ETFs

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Joel Adams & Associates, Inc. Ishares Transaction History