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
Others Institutions Holding IJR
# of Institutions
2,839Shares Held
545MCall Options Held
554KPut Options Held
325K-
Northwestern Mutual Wealth Management CO41.3MShares$4.87 Billion3.33% of portfolio
-
Bank Of America Corp Charlotte, NC32MShares$3.77 Billion0.26% of portfolio
-
Morgan Stanley New York, NY18.1MShares$2.14 Billion0.13% of portfolio
-
Envestnet Asset Management Inc16.8MShares$1.98 Billion0.56% of portfolio
-
Wells Fargo & Company San Francisco, CA16.4MShares$1.94 Billion0.38% of portfolio