Juncture Wealth Strategies, LLC Ishares Core S&P Sm Cap ETF Transaction History
Juncture Wealth Strategies, LLC
- $258 Million
- Q3 2024
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
Others Institutions Holding IJR
# of Institutions
2,565Shares Held
500MCall Options Held
1.04MPut Options Held
671K-
Northwestern Mutual Wealth Management CO36.3MShares$4.39 Billion3.79% of portfolio
-
Bank Of America Corp Charlotte, NC31MShares$3.75 Billion0.31% of portfolio
-
Morgan Stanley New York, NY18.7MShares$2.26 Billion0.16% of portfolio
-
Envestnet Asset Management Inc17.8MShares$2.15 Billion0.69% of portfolio
-
Wells Fargo & Company San Francisco, CA16.1MShares$1.95 Billion0.44% of portfolio