Juncture Wealth Strategies, LLC Ishares Core S&P Sm Cap ETF Transaction History

Juncture Wealth Strategies, LLC

  • $298 Million
  • Q3 2025

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 2,670 shares of IJR stock, worth $314,499. This represents 0.11% of its overall portfolio holdings.

Number of Shares
2,670
Previous 2,905 8.09%
Holding current value
$314,499
Previous $317,000 -0.0%
% of portfolio
0.11%
Previous 0.11%

Shares

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

Oct 14, 2025
SELL
$108.46 - $120.63 $25,488 - $28,348
-235 Reduced 8.09%
2,670 $317,000
Q2 2025

Jul 08, 2025
SELL
$90.56 - $109.49 $65,022 - $78,613
-718 Reduced 19.82%
2,905 $317,000
Q1 2025

Apr 09, 2025
SELL
$102.49 - $119.96 $2,049 - $2,399
-20 Reduced 0.55%
3,623 $376,000
Q4 2024

Jan 21, 2025
BUY
$113.92 - $127.38 $43,175 - $48,277
379 Added 11.61%
3,643 $419,000
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

# of Institutions
2,839
Shares Held
545M
Call Options Held
554K
Put Options Held
325K
View Full List

About ISHARES CORE S&P SM CAP ETF

IJR Quotes by TradingView
  • Ticker IJR
  • Sector ETFs
  • Industry ETFs
More about IJR
Track This Portfolio

Track Juncture Wealth Strategies, LLC Portfolio

Follow Juncture Wealth Strategies, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Juncture Wealth Strategies, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Juncture Wealth Strategies, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email