Juncture Wealth Strategies, LLC Ishares Core S&P 500 ETF Transaction History

Juncture Wealth Strategies, LLC

  • $232 Million
  • Q1 2024

A detailed history of Juncture Wealth Strategies, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Juncture Wealth Strategies, LLC holds 1,343 shares of IVV stock, worth $749,071. This represents 0.3% of its overall portfolio holdings.

Number of Shares
1,343
Previous 1,353 0.74%
Holding current value
$749,071
Previous $646,000 9.29%
% of portfolio
0.3%
Previous 0.29%

Shares

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

Apr 05, 2024
SELL
$469.56 - $525.73 $4,695 - $5,257
-10 Reduced 0.74%
1,343 $706,000
Q4 2023

Jan 08, 2024
SELL
$412.55 - $479.0 $56,106 - $65,144
-136 Reduced 9.13%
1,353 $646,000
Q3 2023

Oct 10, 2023
SELL
$427.76 - $460.18 $6,416 - $6,902
-15 Reduced 1.0%
1,489 $639,000
Q2 2023

Jul 11, 2023
SELL
$406.17 - $445.71 $35,742 - $39,222
-88 Reduced 5.53%
1,504 $670,000
Q1 2023

May 05, 2023
BUY
$381.13 - $418.66 $1,905 - $2,093
5 Added 0.32%
1,592 $654,000
Q4 2022

Jan 18, 2023
SELL
$374.51 - $409.32 $104,862 - $114,609
-280 Reduced 15.0%
1,587 $0
Q3 2022

Oct 11, 2022
BUY
$371.42 - $432.04 $240,680 - $279,961
648 Added 53.16%
1,867 $670,000
Q2 2022

Jul 14, 2022
BUY
$366.99 - $458.8 $63,856 - $79,831
174 Added 16.65%
1,219 $462,000
Q1 2022

Jul 14, 2022
BUY
$418.06 - $479.84 $12,541 - $14,395
30 Added 2.96%
1,045 $474,000
Q4 2021

Jan 19, 2022
BUY
$430.29 - $479.53 $99,827 - $111,250
232 Added 29.63%
1,015 $484,000
Q3 2021

Oct 15, 2021
SELL
$426.8 - $455.27 $275,286 - $293,649
-645 Reduced 45.17%
783 $337,000
Q2 2021

Aug 13, 2021
BUY
$402.08 - $429.92 $574,170 - $613,925
1,428 New
1,428 $635,000

Others Institutions Holding IVV

# of Institutions
3,251
Shares Held
623M
Call Options Held
794K
Put Options Held
622K
View Full List

About ISHARES CORE S&P 500 ETF

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