Juncture Wealth Strategies, LLC Ishares Tr Russell 1000 ETF Transaction History
Juncture Wealth Strategies, LLC
- $298 Million
- Q3 2025
A detailed history of Juncture Wealth Strategies, LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Juncture Wealth Strategies, LLC holds 1,234 shares of IWB stock, worth $451,458. This represents 0.15% of its overall portfolio holdings.
Number of Shares
1,234
Previous 913
35.16%
Holding current value
$451,458
Previous $310,000
45.48%
% of portfolio
0.15%
Previous 0.11%
Shares
2 transactions
Others Institutions Holding IWB
# of Institutions
1,577Shares Held
96MCall Options Held
64.2KPut Options Held
52.9K-
Jones Financial Companies Lllp10.8MShares$3.96 Billion2.8% of portfolio
-
Bank Of America Corp Charlotte, NC4.77MShares$1.74 Billion0.12% of portfolio
-
Envestnet Asset Management Inc4.45MShares$1.63 Billion0.46% of portfolio
-
M&T Bank Corp2.92MShares$1.07 Billion3.48% of portfolio
-
Northern Trust Corp Chicago, IL2.75MShares$1.01 Billion0.13% of portfolio