Juncture Wealth Strategies, LLC Ishares Core S&P Total U.S. St Transaction History

Juncture Wealth Strategies, LLC

  • $298 Million
  • Q3 2025

A detailed history of Juncture Wealth Strategies, LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Juncture Wealth Strategies, LLC holds 1,512 shares of ITOT stock, worth $221,281. This represents 0.07% of its overall portfolio holdings.

Number of Shares
1,512
Previous 1,512 -0.0%
Holding current value
$221,281
Previous $204,000 7.84%
% of portfolio
0.07%
Previous 0.07%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 08, 2025
BUY
$108.12 - $135.04 $163,477 - $204,180
1,512 New
1,512 $204,000
Q4 2024

Jan 21, 2025
BUY
$124.26 - $134.12 $199,064 - $214,860
1,602 New
1,602 $206,000

Others Institutions Holding ITOT

# of Institutions
1,705
Shares Held
334M
Call Options Held
61.7K
Put Options Held
36K
View Full List

About ISHARES CORE S&P TOTAL U.S. ST

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