Joel Adams & Associates, Inc. Ishares Core S&P 500 ETF Transaction History

Joel Adams & Associates, Inc.

  • $124 Billion
  • Q3 2025

A detailed history of Joel Adams & Associates, Inc. transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Joel Adams & Associates, Inc. holds 906 shares of IVV stock, worth $611,830. This represents 0.49% of its overall portfolio holdings.

Number of Shares
906
Previous 902 0.44%
Holding current value
$611,830
Previous $560 Million 8.36%
% of portfolio
0.49%
Previous 0.5%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 06, 2025
BUY
$620.67 - $670.08 $2,482 - $2,680
4 Added 0.44%
906 $607 Million
Q2 2025

Jul 25, 2025
SELL
$498.8 - $620.9 $39,405 - $49,051
-79 Reduced 8.05%
902 $560 Million
Q1 2025

Apr 22, 2025
SELL
$554.06 - $615.85 $303,624 - $337,485
-548 Reduced 35.84%
981 $551 Million
Q4 2024

Jan 31, 2025
BUY
$570.51 - $610.59 $872,309 - $933,592
1,529 New
1,529 $900 Million

Others Institutions Holding IVV

# of Institutions
4,172
Shares Held
796M
Call Options Held
3.41M
Put Options Held
2.27M
View Full List

About ISHARES CORE S&P 500 ETF

IVV Quotes by TradingView
  • Ticker IVV
  • Sector ETFs
  • Industry ETFs
More about IVV
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