A detailed history of Juncture Wealth Strategies, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Juncture Wealth Strategies, LLC holds 3,264 shares of IJR stock, worth $394,225. This represents 0.15% of its overall portfolio holdings.

Number of Shares
3,264
Previous 3,155 3.45%
Holding current value
$394,225
Previous $336,000 13.39%
% of portfolio
0.15%
Previous 0.14%

Shares

29 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 09, 2024

BUY
$105.53 - $118.34 $11,502 - $12,899
109 Added 3.45%
3,264 $381,000
Q2 2024

Jul 11, 2024

SELL
$102.13 - $110.88 $69,856 - $75,841
-684 Reduced 17.82%
3,155 $336,000
Q1 2024

Apr 05, 2024

SELL
$102.35 - $110.52 $65,811 - $71,064
-643 Reduced 14.35%
3,839 $424,000
Q4 2023

Jan 08, 2024

BUY
$87.61 - $110.11 $98,561 - $123,873
1,125 Added 33.51%
4,482 $485,000
Q3 2023

Oct 10, 2023

SELL
$92.9 - $105.16 $1.27 Million - $1.44 Million
-13,682 Reduced 80.3%
3,357 $316,000
Q2 2023

Jul 11, 2023

BUY
$91.14 - $99.81 $415,233 - $454,734
4,556 Added 36.5%
17,039 $1.7 Million
Q1 2023

May 05, 2023

SELL
$92.27 - $107.68 $653,179 - $762,266
-7,079 Reduced 36.19%
12,483 $1.21 Million
Q4 2022

Jan 18, 2023

BUY
$89.09 - $102.13 $445,895 - $511,160
5,005 Added 34.38%
19,562 $0
Q3 2022

Oct 11, 2022

SELL
$87.04 - $106.5 $37,775 - $46,221
-434 Reduced 2.9%
14,557 $1.27 Million
Q2 2022

Jul 14, 2022

BUY
$89.03 - $109.02 $154,823 - $189,585
1,739 Added 13.12%
14,991 $1.39 Million
Q1 2022

Jul 14, 2022

BUY
$102.32 - $116.69 $44,918 - $51,226
439 Added 3.43%
13,252 $1.43 Million
Q4 2021

Jan 19, 2022

BUY
$108.26 - $120.32 $41,355 - $45,962
382 Added 3.07%
12,813 $1.47 Million
Q3 2021

Oct 15, 2021

BUY
$104.62 - $113.69 $182,771 - $198,616
1,747 Added 16.35%
12,431 $1.36 Million
Q2 2021

Aug 13, 2021

BUY
$106.38 - $116.3 $14,254 - $15,584
134 Added 1.27%
10,684 $1.19 Million
Q1 2021

Apr 15, 2021

SELL
$91.04 - $115.01 $466,944 - $589,886
-5,129 Reduced 32.71%
10,550 $1.14 Million
Q4 2020

Jan 25, 2021

SELL
$71.23 - $92.42 $19,801 - $25,692
-278 Reduced 1.74%
15,679 $1.44 Million
Q3 2020

Oct 15, 2020

BUY
$65.69 - $75.96 $62,471 - $72,237
951 Added 6.34%
15,957 $1.12 Million
Q2 2020

Jul 28, 2020

BUY
$50.99 - $75.55 $24,169 - $35,810
474 Added 3.26%
15,006 $1.03 Million
Q1 2020

Apr 21, 2020

BUY
$49.11 - $85.52 $162,308 - $282,643
3,305 Added 29.44%
14,532 $815,000
Q4 2019

Feb 03, 2020

BUY
$75.05 - $84.14 $56,212 - $63,020
749 Added 7.15%
11,227 $941,000
Q3 2019

Oct 10, 2019

SELL
$73.61 - $80.67 $184,466 - $202,159
-2,506 Reduced 19.3%
10,478 $816,000
Q2 2019

Jul 16, 2019

SELL
$73.17 - $81.37 $254,485 - $283,004
-3,478 Reduced 21.13%
12,984 $1.02 Million
Q1 2019

Apr 09, 2019

SELL
$68.34 - $81.18 $128,889 - $153,105
-1,886 Reduced 10.28%
16,462 $1.27 Million
Q4 2018

Jan 17, 2019

BUY
$65.14 - $85.94 $1.02 Million - $1.35 Million
15,670 Added 585.14%
18,348 $1.27 Million
Q3 2018

Oct 03, 2018

SELL
$84.33 - $90.31 $33,310 - $35,672
-395 Reduced 12.85%
2,678 $234,000
Q2 2018

Jul 13, 2018

SELL
$75.25 - $86.64 $40,334 - $46,439
-536 Reduced 14.85%
3,073 $256,000
Q1 2018

Apr 25, 2018

SELL
$73.35 - $80.36 $20,978 - $22,982
-286 Reduced 7.34%
3,609 $278,000
Q4 2017

Jan 22, 2018

BUY
$73.06 - $77.74 $15,050 - $16,014
206 Added 5.58%
3,895 $299,000
Q3 2017

Oct 18, 2017

BUY
$72.31 - $74.22 $266,751 - $273,797
3,689
3,689 $274,000

Others Institutions Holding IJR

About ISHARES CORE S&P SM CAP ETF


  • Ticker IJR
  • Sector ETFs
  • Industry ETFs
More about IJR
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