Insight Wealth Strategies, LLC Ishares 10+ Year Investment Gr Transaction History

Insight Wealth Strategies, LLC

$749 Million
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Oct 28, 2021	SELL	$69.28 - $72.07 $316,193 - $328,927	-4,564 Closed	0 $0
Q2 2021 Aug 12, 2021	BUY	$66.4 - $70.33 $38,180 - $40,439	575 Added 14.41%	4,564 $320,000
Q1 2021 May 12, 2021	SELL	$65.43 - $72.48 $2.78 Million - $3.08 Million	-42,533 Reduced 91.43%	3,989 $266,000
Q4 2020 Feb 05, 2021	BUY	$69.43 - $73.39 $3.23 Million - $3.41 Million	46,522 New	46,522 $3.4 Million
Q2 2020 Jul 31, 2020	SELL	$61.5 - $70.04 $2.59 Million - $2.95 Million	-42,156 Closed	0 $0
Q1 2020 Apr 21, 2020	BUY	$52.12 - $72.11 $194,928 - $269,691	3,740 Added 9.74%	42,156 $2.68 Million
Q4 2019 Feb 21, 2020	BUY	$64.93 - $67.17 $286,860 - $296,757	4,418 Added 12.99%	38,416 $2.56 Million
Q3 2019 Nov 06, 2019	BUY	$62.86 - $67.97 $1.81 Million - $1.96 Million	28,827 Added 557.47%	33,998 $2.27 Million
Q2 2019 Aug 06, 2019	BUY	$59.54 - $63.75 $307,881 - $329,651	5,171 New	5,171 $330,000

Others Institutions Holding IGLB

# of Institutions

205

Shares Held

37.4M

Call Options Held

98.8K

Put Options Held

67.4K

Black Rock Inc. New York, NY

5.35M
Shares

$271 Million
0.01% of portfolio
Prudential PLC London, England, X0

2.87M
Shares

$145 Million
0.79% of portfolio
Envestnet Asset Management Inc

2.81M
Shares

$142 Million
0.05% of portfolio
Ameriprise Financial Inc Minneapolis, MN

2.34M
Shares

$118 Million
0.03% of portfolio
Bank Of America Corp Charlotte, NC

2.28M
Shares

$115 Million
0.01% of portfolio

About ISHARES 10+ YEAR INVESTMENT GR

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