Insight Wealth Strategies, LLC Ishares Barclays Transaction History

Insight Wealth Strategies, LLC

$749 Million
Q3 2024

A detailed history of Insight Wealth Strategies, LLC transactions in Ishares Barclays stock. As of the latest transaction made, Insight Wealth Strategies, LLC holds 251,539 shares of IEF stock, worth $23.2 Million. This represents 3.3% of its overall portfolio holdings.

Number of Shares

251,539

Previous 186,423 34.93%

Holding current value

$23.2 Million

Previous $17.5 Million 41.37%

% of portfolio

3.3%

Previous 2.5%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 07, 2024	BUY	$92.67 - $99.14 $6.03 Million - $6.46 Million	65,116 Added 34.93%	251,539 $24.7 Million
Q2 2024 Jul 08, 2024	BUY	$91.24 - $94.6 $631,472 - $654,726	6,921 Added 3.86%	186,423 $17.5 Million
Q1 2024 Apr 05, 2024	SELL	$93.54 - $96.82 $2.5 Million - $2.59 Million	-26,712 Reduced 12.95%	179,502 $17 Million
Q4 2023 Jan 12, 2024	BUY	$88.95 - $97.0 $1.79 Million - $1.95 Million	20,136 Added 10.82%	206,214 $19.9 Million
Q3 2023 Oct 13, 2023	BUY	$91.32 - $97.13 $262,088 - $278,763	2,870 Added 1.57%	186,078 $17 Million
Q2 2023 Jul 14, 2023	BUY	$96.39 - $100.48 $17.7 Million - $18.4 Million	183,208 New	183,208 $17.7 Million
Q4 2022 Jan 06, 2023	BUY	$92.93 - $99.14 $3.34 Million - $3.57 Million	35,983 Added 1612.86%	38,214 $0
Q2 2022 Jul 01, 2022	SELL	$98.15 - $106.65 $47,013 - $51,085	-479 Reduced 17.68%	2,231 $228,000
Q1 2022 Apr 12, 2022	SELL	$106.08 - $113.93 $4.11 Million - $4.42 Million	-38,789 Reduced 93.47%	2,710 $291,000
Q4 2021 Jan 31, 2022	SELL	$113.55 - $116.36 $18.7 Million - $19.2 Million	-164,951 Reduced 79.9%	41,499 $4.77 Million
Q3 2021 Oct 28, 2021	BUY	$114.96 - $118.18 $424,202 - $436,084	3,690 Added 1.82%	206,450 $23.8 Million
Q2 2021 Aug 12, 2021	SELL	$113.04 - $115.78 $783,254 - $802,239	-6,929 Reduced 3.3%	202,760 $23.4 Million
Q1 2021 May 12, 2021	BUY	$112.93 - $119.98 $791,300 - $840,699	7,007 Added 3.46%	209,689 $23.7 Million
Q4 2020 Feb 05, 2021	BUY	$119.27 - $121.81 $825,825 - $843,412	6,924 Added 3.54%	202,682 $24.3 Million
Q3 2020 Oct 29, 2020	SELL	$121.18 - $123.06 $7.51 Million - $7.63 Million	-61,992 Reduced 24.05%	195,758 $23.8 Million
Q2 2020 Jul 31, 2020	BUY	$119.77 - $122.41 $1.52 Million - $1.55 Million	12,685 Added 5.18%	257,750 $31.4 Million
Q1 2020 Apr 21, 2020	BUY	$110.73 - $121.48 $24.7 Million - $27.1 Million	222,822 Added 1001.76%	245,065 $29.8 Million
Q4 2019 Feb 21, 2020	SELL	$110.18 - $113.81 $1.98 Million - $2.04 Million	-17,958 Reduced 44.67%	22,243 $2.45 Million
Q3 2019 Nov 06, 2019	BUY	$108.93 - $114.25 $2.91 Million - $3.05 Million	26,737 Added 198.58%	40,201 $4.52 Million
Q2 2019 Aug 06, 2019	SELL	$105.05 - $110.09 $106,940 - $112,071	-1,018 Reduced 7.03%	13,464 $1.48 Million
Q1 2019 Apr 24, 2019	BUY	$103.43 - $106.84 $829,405 - $856,749	8,019 Added 124.08%	14,482 $1.55 Million
Q4 2018 Feb 12, 2019	BUY	$99.72 - $104.2 $644,490 - $673,444	6,463 New	6,463 $673,000

Others Institutions Holding IEF

# of Institutions

1,055

Shares Held

280M

Call Options Held

13.2M

Put Options Held

13.9M

View Full List

About ISHARES BARCLAYS

Ticker IEF
Sector ETFs
Industry ETFs

More about IEF

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 Barclays Transaction History