Juncture Wealth Strategies, LLC Ishares Tr Transaction History

Juncture Wealth Strategies, LLC

  • $281 Million
  • Q2 2025

A detailed history of Juncture Wealth Strategies, LLC transactions in Ishares Tr stock. As of the latest transaction made, Juncture Wealth Strategies, LLC holds 5,092 shares of DVY stock, worth $693,021. This represents 0.24% of its overall portfolio holdings.

Number of Shares
5,092
Previous 5,041 1.01%
Holding current value
$693,021
Previous $669,000 1.05%
% of portfolio
0.24%
Previous 0.26%

Shares

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

Jul 08, 2025
BUY
$118.37 - $134.86 $6,036 - $6,877
51 Added 1.01%
5,092 $676,000
Q1 2025

Apr 09, 2025
SELL
$128.58 - $138.1 $14,015 - $15,052
-109 Reduced 2.12%
5,041 $669,000
Q4 2024

Jan 21, 2025
BUY
$129.55 - $143.41 $17,877 - $19,790
138 Added 2.75%
5,150 $676,000
Q3 2024

Oct 09, 2024
SELL
$119.99 - $135.74 $116,750 - $132,075
-973 Reduced 16.26%
5,012 $676,000
Q2 2024

Jul 11, 2024
SELL
$115.73 - $125.75 $32,172 - $34,958
-278 Reduced 4.44%
5,985 $724,000
Q1 2024

Apr 05, 2024
SELL
$113.31 - $123.18 $9,744 - $10,593
-86 Reduced 1.35%
6,263 $771,000
Q4 2023

Jan 08, 2024
BUY
$102.97 - $119.06 $55,294 - $63,935
537 Added 9.24%
6,349 $744,000
Q3 2023

Oct 10, 2023
SELL
$107.44 - $118.16 $18,909 - $20,796
-176 Reduced 2.94%
5,812 $625,000
Q2 2023

Jul 11, 2023
BUY
$108.5 - $119.27 $649,698 - $714,188
5,988 New
5,988 $678,000
Q3 2022

Oct 11, 2022
BUY
$107.22 - $127.71 $267,513 - $318,636
2,495 New
2,495 $268,000

Others Institutions Holding DVY

# of Institutions
1,458
Shares Held
70.4M
Call Options Held
816K
Put Options Held
62.9K
View Full List

About ISHARES TR

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