Joel Adams & Associates, Inc. Ishares Barclays Transaction History

Joel Adams & Associates, Inc.

$133 Billion
Q4 2025

A detailed history of Joel Adams & Associates, Inc. transactions in Ishares Barclays stock. As of the latest transaction made, Joel Adams & Associates, Inc. holds 5,082 shares of IEF stock, worth $490,108. This represents 0.37% of its overall portfolio holdings.

Number of Shares

5,082

Previous 4,732 7.4%

Holding current value

$490,108

Previous $456 Million 7.06%

% of portfolio

0.37%

Previous 0.37%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 27, 2026	BUY	$96.12 - $97.72 $33,642 - $34,202	350 Added 7.4%	5,082 $489 Million
Q3 2025 Nov 06, 2025	BUY	$93.91 - $97.26 $57,848 - $59,912	616 Added 14.97%	4,732 $456 Million
Q2 2025 Jul 25, 2025	BUY	$93.15 - $96.56 $11,457 - $11,876	123 Added 3.08%	4,116 $394 Million
Q1 2025 Apr 22, 2025	BUY	$91.17 - $95.39 $22,427 - $23,465	246 Added 6.57%	3,993 $381 Million
Q4 2024 Jan 31, 2025	BUY	$92.08 - $98.18 $345,023 - $367,880	3,747 New	3,747 $346 Million

Others Institutions Holding IEF

# of Institutions

1,217

Shares Held

344M

Call Options Held

16.3M

Put Options Held

26.1M

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About ISHARES BARCLAYS

Ticker IEF
Sector ETFs
Industry ETFs

More about IEF

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Joel Adams & Associates, Inc. Ishares Barclays Transaction History