Juncture Wealth Strategies, LLC Ishares Russell 2000 ETF Transaction History

Juncture Wealth Strategies, LLC

  • $267 Million
  • Q4 2024

A detailed history of Juncture Wealth Strategies, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Juncture Wealth Strategies, LLC holds 1,316 shares of IWM stock, worth $297,416. This represents 0.11% of its overall portfolio holdings.

Number of Shares
1,316
Holding current value
$297,416
% of portfolio
0.11%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 21, 2025
BUY
$216.13 - $242.4 $284,427 - $318,998
1,316 New
1,316 $290,000
Q2 2022

Jul 14, 2022
SELL
$163.9 - $207.91 $201,433 - $255,521
-1,229 Closed
0 $0
Q1 2022

Jul 14, 2022
SELL
$191.52 - $225.32 $515,188 - $606,110
-2,690 Reduced 68.64%
1,229 $252,000
Q4 2021

Jan 19, 2022
SELL
$212.12 - $242.56 $2,333 - $2,668
-11 Reduced 0.28%
3,919 $872,000
Q3 2021

Oct 15, 2021
SELL
$211.73 - $231.39 $32,606 - $35,634
-154 Reduced 3.77%
3,930 $860,000
Q2 2021

Aug 13, 2021
SELL
$211.85 - $232.89 $7.02 Million - $7.72 Million
-33,139 Reduced 89.03%
4,084 $909,000
Q1 2021

Apr 15, 2021
BUY
$193.5 - $234.42 $7.2 Million - $8.73 Million
37,223 New
37,223 $8.12 Million

Others Institutions Holding IWM

# of Institutions
2,801
Shares Held
312M
Call Options Held
232M
Put Options Held
521M
View Full List

About ISHARES RUSSELL 2000 ETF

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