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
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 14, 2025
BUY
$339.37 - $366.46 $108,937 - $117,633
321 Added 35.16%
1,234 $451,000
Q1 2023

May 05, 2023
BUY
$208.78 - $230.55 $190,616 - $210,492
913 New
913 $205,000

Others Institutions Holding IWB

# of Institutions
1,577
Shares Held
96M
Call Options Held
64.2K
Put Options Held
52.9K
View Full List

About ISHARES TR RUSSELL 1000 ETF

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