Insight Wealth Strategies, LLC Ishares Tr Transaction History

Insight Wealth Strategies, LLC

$749 Million
Q3 2024

A detailed history of Insight Wealth Strategies, LLC transactions in Ishares Tr stock. As of the latest transaction made, Insight Wealth Strategies, LLC holds 37,981 shares of EMB stock, worth $3.4 Million. This represents 0.47% of its overall portfolio holdings.

Number of Shares

37,981

Previous 37,881 0.26%

Holding current value

$3.4 Million

Previous $3.35 Million 6.06%

% of portfolio

0.47%

Previous 0.48%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 07, 2024	BUY	$87.75 - $93.74 $8,775 - $9,374	100 Added 0.26%	37,981 $3.55 Million
Q2 2024 Jul 08, 2024	SELL	$86.66 - $89.88 $12,132 - $12,583	-140 Reduced 0.37%	37,881 $3.35 Million
Q1 2024 Apr 05, 2024	BUY	$86.49 - $90.08 $64,435 - $67,109	745 Added 2.0%	38,021 $3.41 Million
Q4 2023 Jan 12, 2024	SELL	$79.71 - $89.68 $92,782 - $104,387	-1,164 Reduced 3.03%	37,276 $3.32 Million
Q3 2023 Oct 13, 2023	SELL	$82.42 - $87.68 $257,892 - $274,350	-3,129 Reduced 7.53%	38,440 $3.17 Million
Q2 2023 Jul 14, 2023	BUY	$83.9 - $86.54 $3.49 Million - $3.6 Million	41,569 New	41,569 $3.6 Million
Q4 2021 Jan 31, 2022	SELL	$106.57 - $110.92 $4.31 Million - $4.48 Million	-40,428 Closed	0 $0
Q3 2021 Oct 28, 2021	BUY	$109.98 - $113.55 $4.45 Million - $4.59 Million	40,428 New	40,428 $4.45 Million

Others Institutions Holding EMB

# of Institutions

925

Shares Held

146M

Call Options Held

4.01M

Put Options Held

10.6M

View Full List

About ISHARES TR

Ticker EMB
Sector ETFs
Industry ETFs

More about EMB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Insight Wealth Strategies, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Insight Wealth Strategies, LLC with notifications on news.

Account

Insight Wealth Strategies, LLC Ishares Tr Transaction History