Juncture Wealth Strategies, LLC Ishares S&P Smallcap 600 Value Transaction History

Juncture Wealth Strategies, LLC

  • $232 Million
  • Q1 2024

A detailed history of Juncture Wealth Strategies, LLC transactions in Ishares S&P Smallcap 600 Value stock. As of the latest transaction made, Juncture Wealth Strategies, LLC holds 12,002 shares of IJS stock, worth $1.15 Million. This represents 0.53% of its overall portfolio holdings.

Number of Shares
12,002
Previous 14,991 19.94%
Holding current value
$1.15 Million
Previous $1.55 Million 20.19%
% of portfolio
0.53%
Previous 0.71%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 05, 2024
SELL
$95.88 - $102.78 $286,585 - $307,209
-2,989 Reduced 19.94%
12,002 $1.23 Million
Q4 2023

Jan 08, 2024
SELL
$82.1 - $104.53 $204,511 - $260,384
-2,491 Reduced 14.25%
14,991 $1.55 Million
Q3 2023

Oct 10, 2023
SELL
$87.64 - $100.82 $111,565 - $128,343
-1,273 Reduced 6.79%
17,482 $1.56 Million
Q2 2023

Jul 11, 2023
SELL
$87.59 - $95.56 $1.21 Million - $1.32 Million
-13,815 Reduced 42.42%
18,755 $1.78 Million
Q1 2023

May 05, 2023
SELL
$88.82 - $106.56 $181,370 - $217,595
-2,042 Reduced 5.9%
32,570 $3.05 Million
Q4 2022

Jan 18, 2023
SELL
$89.32 - $97.98 $50,644 - $55,554
-567 Reduced 1.61%
34,612 $0
Q3 2022

Oct 11, 2022
SELL
N/A
-10,559 Reduced 23.09%
35,179 $2.9 Million
Q2 2022

Jul 14, 2022
BUY
N/A
2,445 Added 5.65%
45,738 $4.07 Million
Q1 2022

Jul 14, 2022
BUY
N/A
323 Added 0.75%
43,293 $4.43 Million
Q4 2021

Jan 19, 2022
BUY
N/A
210 Added 0.49%
42,970 $4.49 Million
Q3 2021

Oct 15, 2021
BUY
N/A
4,062 Added 10.5%
42,760 $4.31 Million
Q2 2021

Aug 13, 2021
SELL
N/A
-5,035 Reduced 11.51%
38,698 $3.96 Million
Q1 2021

Apr 15, 2021
BUY
N/A
7,306 Added 20.06%
43,733 $4.41 Million
Q4 2020

Jan 25, 2021
BUY
N/A
18,258 Added 100.49%
36,427 $2.96 Million
Q3 2020

Oct 15, 2020
BUY
N/A
1,367 Added 8.14%
18,169 $2.22 Million
Q2 2020

Jul 28, 2020
BUY
N/A
16,802 New
16,802 $2.02 Million
Q1 2020

Apr 21, 2020
SELL
N/A
-16,765 Closed
0 $0
Q4 2019

Feb 03, 2020
BUY
N/A
1,369 Added 8.89%
16,765 $2.7 Million
Q3 2019

Oct 10, 2019
BUY
N/A
4,834 Added 45.77%
15,396 $2.31 Million
Q2 2019

Jul 16, 2019
BUY
N/A
8,717 Added 472.47%
10,562 $1.57 Million
Q1 2019

Apr 09, 2019
BUY
N/A
1,845 New
1,845 $272,000

Others Institutions Holding IJS

# of Institutions
810
Shares Held
42.2M
Call Options Held
38.3K
Put Options Held
16K
View Full List

About ISHARES S&P SMALLCAP 600 VALUE

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