Insight Wealth Strategies, LLC Ishares Core High Dividend ETF Transaction History

Insight Wealth Strategies, LLC

$749 Million
Q3 2024

Shares

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Oct 28, 2021	SELL	$94.26 - $98.35 $200,773 - $209,485	-2,130 Closed	0 $0
Q2 2021 Aug 12, 2021	BUY	$94.78 - $99.7 $284 - $299	3 Added 0.14%	2,130 $206,000
Q1 2021 May 12, 2021	SELL	$86.68 - $95.97 $141,981 - $157,198	-1,638 Reduced 43.51%	2,127 $202,000
Q4 2020 Feb 05, 2021	SELL	$77.25 - $90.74 $11,433 - $13,429	-148 Reduced 3.78%	3,765 $330,000
Q3 2020 Oct 29, 2020	BUY	$78.68 - $86.23 $3,225 - $3,535	41 Added 1.06%	3,913 $315,000
Q2 2020 Jul 31, 2020	SELL	$68.83 - $90.91 $1,376 - $1,818	-20 Reduced 0.51%	3,872 $314,000
Q1 2020 Apr 21, 2020	SELL	$61.93 - $98.29 $640,665 - $1.02 Million	-10,345 Reduced 72.66%	3,892 $278,000
Q4 2019 Feb 21, 2020	SELL	$91.22 - $98.37 $58,654 - $63,251	-643 Reduced 4.32%	14,237 $1.4 Million
Q3 2019 Nov 06, 2019	SELL	$90.65 - $95.92 $92,009 - $97,358	-1,015 Reduced 6.39%	14,880 $1.4 Million
Q2 2019 Aug 06, 2019	BUY	$89.51 - $95.4 $371,735 - $396,196	4,153 Added 35.37%	15,895 $1.5 Million
Q1 2019 Apr 24, 2019	BUY	$82.8 - $93.96 $6,706 - $7,610	81 Added 0.69%	11,742 $1.1 Million
Q4 2018 Feb 12, 2019	BUY	$80.0 - $92.56 $932,880 - $1.08 Million	11,661 New	11,661 $984,000

Others Institutions Holding HDV

# of Institutions

800

Shares Held

48.3M

Call Options Held

822K

Put Options Held

56K

About ISHARES CORE HIGH DIVIDEND ETF

Ticker HDV
Sector ETFs
Industry ETFs

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.