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

Juncture Wealth Strategies, LLC

$254 Million
Q1 2025

A detailed history of Juncture Wealth Strategies, LLC transactions in Ishares Core S&P Mid Cap ETF stock. As of the latest transaction made, Juncture Wealth Strategies, LLC holds 10,324 shares of IJH stock, worth $566,271. This represents 0.24% of its overall portfolio holdings.

Number of Shares

10,324

Previous 10,324 -0.0%

Holding current value

$566,271

Previous $643,000 6.69%

% of portfolio

0.24%

Previous 0.24%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	BUY	$61.68 - $67.87 $49,220 - $54,160	798 Added 8.38%	10,324 $643,000
Q3 2024 Oct 09, 2024	BUY	$57.32 - $62.65 $57 - $62	1 Added 0.01%	9,526 $593,000
Q2 2024 Jul 11, 2024	SELL	$56.43 - $60.79 $79,284 - $85,409	-1,405 Reduced 12.85%	9,525 $557,000
Q1 2024 Apr 05, 2024	BUY	$56.98 - $284.98 $465,355 - $2.33 Million	8,167 Added 295.58%	10,930 $663,000
Q4 2023 Jan 08, 2024	BUY	$232.04 - $279.85 $77,501 - $93,469	334 Added 13.75%	2,763 $765,000
Q3 2023 Oct 10, 2023	SELL	$246.15 - $272.4 $1.4 Million - $1.55 Million	-5,675 Reduced 70.03%	2,429 $605,000
Q2 2023 Jul 11, 2023	BUY	$240.22 - $261.48 $339,430 - $369,471	1,413 Added 21.12%	8,104 $2.12 Million
Q1 2023 May 05, 2023	SELL	$237.25 - $271.72 $1.55 Million - $1.77 Million	-6,529 Reduced 49.39%	6,691 $1.67 Million
Q4 2022 Jan 18, 2023	BUY	$44.74 - $257.0 $48,050 - $276,018	1,074 Added 8.84%	13,220 $0
Q3 2022 Oct 11, 2022	BUY	$43.85 - $263.28 $312,124 - $1.87 Million	7,118 Added 141.57%	12,146 $2.66 Million
Q2 2022 Jul 14, 2022	SELL	$219.07 - $270.08 $53,014 - $65,359	-242 Reduced 4.59%	5,028 $1.14 Million
Q1 2022 Jul 14, 2022	BUY	$251.21 - $285.37 $56,019 - $63,637	223 Added 4.42%	5,270 $1.41 Million
Q4 2021 Jan 19, 2022	BUY	$265.81 - $290.54 $147,258 - $160,959	554 Added 12.33%	5,047 $1.43 Million
Q3 2021 Oct 15, 2021	BUY	$256.44 - $277.04 $183,354 - $198,083	715 Added 18.93%	4,493 $1.18 Million
Q2 2021 Aug 13, 2021	SELL	$260.21 - $276.38 $118,135 - $125,476	-454 Reduced 10.73%	3,778 $1.03 Million
Q1 2021 Apr 15, 2021	SELL	$226.3 - $267.93 $420,012 - $497,278	-1,856 Reduced 30.49%	4,232 $1.1 Million
Q4 2020 Jan 25, 2021	SELL	$187.77 - $230.69 $40,558 - $49,829	-216 Reduced 3.43%	6,088 $1.4 Million
Q3 2020 Oct 15, 2020	BUY	$174.43 - $196.49 $10,814 - $12,182	62 Added 0.99%	6,304 $1.17 Million
Q2 2020 Jul 28, 2020	SELL	$133.18 - $194.42 $12,918 - $18,858	-97 Reduced 1.53%	6,242 $1.11 Million
Q1 2020 Apr 21, 2020	BUY	$121.75 - $210.58 $110,183 - $190,574	905 Added 16.65%	6,339 $912,000
Q4 2019 Feb 03, 2020	SELL	$185.78 - $206.16 $9,474 - $10,514	-51 Reduced 0.93%	5,434 $1.12 Million
Q3 2019 Oct 10, 2019	SELL	$183.17 - $198.52 $179,140 - $194,152	-978 Reduced 15.13%	5,485 $1.06 Million
Q2 2019 Jul 16, 2019	SELL	$181.14 - $198.0 $135,855 - $148,500	-750 Reduced 10.4%	6,463 $1.26 Million
Q1 2019 Apr 09, 2019	SELL	$162.83 - $193.4 $305,143 - $362,431	-1,874 Reduced 20.62%	7,213 $1.37 Million
Q4 2018 Jan 17, 2019	BUY	$156.48 - $199.76 $1.42 Million - $1.82 Million	9,087 New	9,087 $1.51 Million
Q2 2018 Jul 13, 2018	SELL	$183.17 - $200.64 $294,903 - $323,030	-1,610 Closed	0 $0
Q1 2018 Apr 25, 2018	BUY	$179.89 - $199.21 $2,878 - $3,187	16 Added 1.0%	1,610 $302,000
Q4 2017 Jan 22, 2018	BUY	$180.58 - $190.73 $13,543 - $14,304	75 Added 4.94%	1,594 $303,000
Q3 2017 Oct 18, 2017	BUY	$176.74 - $178.9 $268,468 - $271,749	1,519	1,519 $272,000

Others Institutions Holding IJH

# of Institutions

2,651

Shares Held

1.15B

Call Options Held

773K

Put Options Held

70.2K

View Full List

About ISHARES CORE S&P MID-CAP ETF

Ticker IJH
Sector ETFs
Industry ETFs

More about IJH

Track This Portfolio

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.

Account

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