Insight Wealth Strategies, LLC Ishares Inc Transaction History

Insight Wealth Strategies, LLC

$699 Million
Q2 2024

Shares

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 12, 2024	BUY	$45.74 - $50.64 $184,515 - $204,281	4,034 New	4,034 $204,000
Q2 2023 Jul 14, 2023	BUY	$47.35 - $50.88 $1,041 - $1,119	22 Added 0.5%	4,393 $216,000
Q4 2022 Jan 06, 2023	SELL	$44.28 - $48.68 $17,933 - $19,715	-405 Reduced 8.48%	4,371 $0
Q2 2022 Jul 01, 2022	SELL	$48.46 - $57.45 $40,609 - $48,143	-838 Reduced 14.93%	4,776 $234,000
Q1 2022 Apr 12, 2022	SELL	$51.27 - $62.07 $10.2 Million - $12.4 Million	-199,633 Reduced 97.26%	5,614 $312,000
Q4 2021 Jan 31, 2022	SELL	$57.97 - $64.38 $850,245 - $944,261	-14,667 Reduced 6.67%	205,247 $12.3 Million
Q3 2021 Oct 28, 2021	SELL	$60.55 - $66.68 $2.79 Million - $3.07 Million	-46,045 Reduced 17.31%	219,914 $13.6 Million
Q2 2021 Aug 12, 2021	SELL	$63.17 - $68.14 $1.67 Million - $1.8 Million	-26,401 Reduced 9.03%	265,959 $17.8 Million
Q1 2021 May 12, 2021	BUY	$62.41 - $69.46 $5.76 Million - $6.41 Million	92,228 Added 46.08%	292,360 $18.8 Million
Q4 2020 Feb 05, 2021	SELL	$52.65 - $62.1 $188,750 - $222,628	-3,585 Reduced 1.76%	200,132 $12.4 Million
Q3 2020 Oct 29, 2020	BUY	$48.22 - $54.44 $3.17 Million - $3.57 Million	65,641 Added 47.54%	203,717 $10.8 Million
Q2 2020 Jul 31, 2020	SELL	$38.83 - $49.26 $175,744 - $222,950	-4,526 Reduced 3.17%	138,076 $6.57 Million
Q1 2020 Apr 21, 2020	BUY	$36.22 - $55.44 $4.26 Million - $6.52 Million	117,572 Added 469.72%	142,602 $5.77 Million
Q4 2019 Feb 21, 2020	BUY	$48.38 - $53.99 $482,009 - $537,902	9,963 Added 66.12%	25,030 $1.35 Million
Q3 2019 Nov 06, 2019	BUY	$46.63 - $52.12 $114,896 - $128,423	2,464 Added 19.55%	15,067 $739,000
Q2 2019 Aug 06, 2019	SELL	$48.09 - $53.71 $1.18 Million - $1.31 Million	-24,448 Reduced 65.98%	12,603 $648,000
Q1 2019 Apr 24, 2019	BUY	$46.41 - $52.64 $1.72 Million - $1.95 Million	37,051 New	37,051 $1.92 Million

Others Institutions Holding IEMG

# of Institutions

1,831

Shares Held

1.23B

Call Options Held

143K

Put Options Held

17.4K

Bank Of America Corp Charlotte, NC

146M
Shares

$7.85 Billion
0.7% of portfolio
Morgan Stanley New York, NY

76.5M
Shares

$4.1 Billion
0.32% of portfolio
Creative Planning Overland Park, KS

70.2M
Shares

$3.77 Billion
4.02% of portfolio
Wells Fargo & Company San Francisco, CA

46.5M
Shares

$2.5 Billion
0.61% of portfolio
Tiaa Trust, National Association Charlotte, NC

41M
Shares

$2.2 Billion
6.79% of portfolio

About ISHARES INC

Ticker IEMG
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