Juncture Wealth Strategies, LLC Ishares Tr Transaction History

Juncture Wealth Strategies, LLC

  • $258 Million
  • Q3 2024

A detailed history of Juncture Wealth Strategies, LLC transactions in Ishares Tr stock. As of the latest transaction made, Juncture Wealth Strategies, LLC holds 5,012 shares of DVY stock, worth $658,025. This represents 0.26% of its overall portfolio holdings.

Number of Shares
5,012
Previous 5,985 16.26%
Holding current value
$658,025
Previous $724,000 6.63%
% of portfolio
0.26%
Previous 0.3%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,360
Shares Held
70.5M
Call Options Held
1.1M
Put Options Held
383K
View Full List

About ISHARES TR

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