Insight Wealth Strategies, LLC Ishares Msci Global Min Vol Fa Transaction History

Insight Wealth Strategies, LLC

$699 Million
Q2 2024

Shares

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Jan 31, 2022	SELL	$102.29 - $108.28 $512,063 - $542,049	-5,006 Closed	0 $0
Q3 2021 Oct 28, 2021	SELL	$102.73 - $108.01 $5,855 - $6,156	-57 Reduced 1.13%	5,006 $514,000
Q2 2021 Aug 12, 2021	BUY	$99.22 - $104.02 $50,304 - $52,738	507 Added 11.13%	5,063 $521,000
Q1 2021 May 12, 2021	BUY	$93.7 - $99.63 $120,404 - $128,024	1,285 Added 39.28%	4,556 $449,000
Q4 2020 Feb 05, 2021	BUY	$89.46 - $96.91 $80,156 - $86,831	896 Added 37.73%	3,271 $317,000
Q3 2020 Oct 29, 2020	BUY	$87.94 - $94.21 $1,143 - $1,224	13 Added 0.55%	2,375 $218,000
Q2 2020 Jul 31, 2020	BUY	$77.94 - $91.58 $184,094 - $216,311	2,362 New	2,362 $207,000
Q1 2020 Apr 21, 2020	SELL	$70.74 - $99.38 $274,966 - $386,290	-3,887 Closed	0 $0
Q4 2019 Feb 21, 2020	BUY	$93.18 - $96.04 $112,840 - $116,304	1,211 Added 45.25%	3,887 $373,000
Q3 2019 Nov 06, 2019	BUY	$93.5 - $95.06 $17,765 - $18,061	190 Added 7.64%	2,676 $254,000
Q2 2019 Aug 06, 2019	BUY	N/A	212 Added 9.32%	2,486 $229,000
Q1 2019 Apr 24, 2019	BUY	N/A	2,274 New	2,274 $203,000

Others Institutions Holding ACWV

# of Institutions

329

Shares Held

22M

Call Options Held

300

Put Options Held

0

About ISHARES MSCI GLOBAL MIN VOL FA

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