Juncture Wealth Strategies, LLC Ishares Tr Transaction History

Juncture Wealth Strategies, LLC

$267 Million
Q4 2024

A detailed history of Juncture Wealth Strategies, LLC transactions in Ishares Tr stock. As of the latest transaction made, Juncture Wealth Strategies, LLC holds 4,301 shares of ITB stock, worth $405,885. This represents 0.17% of its overall portfolio holdings.

Number of Shares

4,301

Holding current value

$405,885

% of portfolio

0.17%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 21, 2025	BUY	$103.31 - $129.34 $444,336 - $556,291	4,301 New	4,301 $444,000

Others Institutions Holding ITB

# of Institutions

424

Shares Held

21.4M

Call Options Held

2.11M

Put Options Held

6.77M

Bank Of America Corp Charlotte, NC

6.72M
Shares

$634 Million
0.06% of portfolio
Goldman Sachs Group Inc New York, NY

1.55M
Shares

$146 Million
0.03% of portfolio
Morgan Stanley New York, NY

1.52M
Shares

$143 Million
0.01% of portfolio
Ubs Group Ag

1.19M
Shares

$113 Million
0.02% of portfolio
Citigroup Inc

985K
Shares

$92.9 Million
0.06% of portfolio

View Full List

About ISHARES TR

Ticker ITB
Sector ETFs
Industry ETFs

More about ITB

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Juncture Wealth Strategies, LLC Ishares Tr Transaction History