Insight Wealth Strategies, LLC Closed Holding Positions

Insight Wealth Strategies, LLC

  • $749 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
Q4 2021 Filed on Jan 31, 2022
48,581
$50.43 - $56.16 $2.45M - $2.73M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
Q4 2021 Filed on Jan 31, 2022
26,594
$52.59 - $53.43 $1.4M - $1.42M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
Q4 2021 Filed on Jan 31, 2022
6,312
$80.78 - $81.98 $510K - $517K
PAGS
Pag Seguro Digital Ltd.

Technology
Q4 2021 Filed on Jan 31, 2022
35,555
$24.15 - $52.79 $859K - $1.88M
ACWV
Ishares Msci Global Min Vol Fa

ETFs
Q4 2021 Filed on Jan 31, 2022
5,006
$102.29 - $108.28 $512K - $542K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
Q4 2021 Filed on Jan 31, 2022
75,968
$26.24 - $26.74 $1.99M - $2.03M
SMMD
Ishares Tr Russell 2500 ETF

ETFs
Q4 2021 Filed on Jan 31, 2022
4,803
$62.95 - $70.3 $302K - $338K
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
Q4 2021 Filed on Jan 31, 2022
35,145
$35.7 - $39.01 $1.25M - $1.37M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
Q4 2021 Filed on Jan 31, 2022
11,894
$58.98 - $66.05 $702K - $786K
GSHD
Goosehead Insurance, Inc.

Financial Services
Q4 2021 Filed on Jan 31, 2022
2,075
$122.51 - $177.3 $254K - $368K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
Q4 2021 Filed on Jan 31, 2022
13,226
$38.5 - $43.37 $509K - $574K
EFG
Msci Eafe Growth ETF

ETFs
Q4 2021 Filed on Jan 31, 2022
19,959
$105.06 - $113.44 $2.1M - $2.26M
IEV
Ishares Tr Europe ETF

ETFs
Q4 2021 Filed on Jan 31, 2022
15,966
$51.95 - $55.76 $829K - $890K
FVD
First Tr Value Line Divid Inde

ETFs
Q4 2021 Filed on Jan 31, 2022
7,952
$39.46 - $43.04 $314K - $342K
IXN
Ishares Global Information Tec

ETFs
Q4 2021 Filed on Jan 31, 2022
10,042
$55.78 - $65.48 $560K - $658K
HEDJ
Wisdomtree Europe Hedged Equit

ETFs
Q4 2021 Filed on Jan 31, 2022
2,756
$37.59 - $41.1 $104K - $113K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
Q4 2021 Filed on Jan 31, 2022
44,079
$98.21 - $108.46 $4.33M - $4.78M
ITOT
Ishares Core S&P Total U.S. St

ETFs
Q4 2021 Filed on Jan 31, 2022
7,106
$98.24 - $107.61 $698K - $765K
IVE
Ishares S&P 500 Value ETF

ETFs
Q4 2021 Filed on Jan 31, 2022
1,946
$145.8 - $156.8 $284K - $305K
EFV
Msci Eafe Value ETF

ETFs
Q4 2021 Filed on Jan 31, 2022
49,815
$48.8 - $52.57 $2.43M - $2.62M
SCHP
Schwab Strategic Us Tips ETF

ETFs
Q4 2021 Filed on Jan 31, 2022
3,844
$62.25 - $63.89 $239K - $246K
GHYB
Gs ETF Tr Access High Yield CO

ETFs
Q4 2021 Filed on Jan 31, 2022
4,306
$48.82 - $50.08 $210K - $216K
SCHA
Schwab Strategic Tr Us Small C

ETFs
Q4 2021 Filed on Jan 31, 2022
6,957
$48.64 - $55.07 $338K - $383K
GIGB
Goldman Sachs ETF Access Invt
Q4 2021 Filed on Jan 31, 2022
3,928
N/A
FTEC
Fidelity Covington Tr Msci Inf

ETFs
Q4 2021 Filed on Jan 31, 2022
2,966
$117.3 - $137.67 $348K - $408K
IYW
Ishares Dj Us Tech ETF

ETFs
Q4 2021 Filed on Jan 31, 2022
4,609
$100.11 - $117.09 $461K - $540K
SCHJ
Schwab Strategic Tr 1 5 Yr C

ETFs
Q4 2021 Filed on Jan 31, 2022
21,984
$50.42 - $51.09 $1.11M - $1.12M
FALN
Ishares Tr Fallen Angels Usd B

ETFs
Q4 2021 Filed on Jan 31, 2022
15,055
$29.4 - $30.37 $443K - $457K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
Q4 2021 Filed on Jan 31, 2022
2,372
$91.87 - $125.12 $218K - $297K
IXG
Ishares Global Fin'L ETF

ETFs
Q4 2021 Filed on Jan 31, 2022
10,938
$77.09 - $83.81 $843K - $917K
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
Q4 2021 Filed on Jan 31, 2022
4,793
$51.35 - $52.36 $246K - $251K
COMT
Ishares U.S. ETF Trust Gsci CO

ETFs
Q4 2021 Filed on Jan 31, 2022
16,458
$29.38 - $38.34 $484K - $631K
SMMV
Ishares Msci Usa Small Cap Min

ETFs
Q4 2021 Filed on Jan 31, 2022
6,025
$36.63 - $39.41 $221K - $237K
IYE
Ishares Tr

ETFs
Q4 2021 Filed on Jan 31, 2022
8,129
$28.79 - $32.36 $234K - $263K
SPGP
Invesco Exchange Traded Fd Tr

ETFs
Q4 2021 Filed on Jan 31, 2022
2,386
$86.15 - $97.61 $206K - $233K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
Q4 2021 Filed on Jan 31, 2022
15,009
$50.47 - $50.71 $758K - $761K
IYR
Ishares Tr

ETFs
Q4 2021 Filed on Jan 31, 2022
13,542
$103.03 - $116.14 $1.4M - $1.57M
IBDP
Ishares Ibonds Dec 2024 Term C

ETFs
Q4 2021 Filed on Jan 31, 2022
8,693
$25.89 - $26.28 $225K - $228K
NSP
Insperity, Inc.

Industrials
Q3 2021 Filed on Oct 28, 2021
10,163
$91.05 - $114.2 $925K - $1.16M
IGLB
Ishares 10+ Year Investment Gr

ETFs
Q3 2021 Filed on Oct 28, 2021
4,564
$69.28 - $72.07 $316K - $329K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
Q3 2021 Filed on Oct 28, 2021
585
$60.41 - $67.15 $35.3K - $39.3K
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
Q3 2021 Filed on Oct 28, 2021
7,647
$26.83 - $27.09 $205K - $207K
ILMN
Illumina, Inc.

Healthcare
Q3 2021 Filed on Oct 28, 2021
480
$405.61 - $524.84 $195K - $252K
HDV
Ishares Core High Dividend ETF

ETFs
Q3 2021 Filed on Oct 28, 2021
2,130
$94.26 - $98.35 $201K - $209K
SPXL
Direxion Daily S&P 500 Bull 3 X

ETFs
Q3 2021 Filed on Oct 28, 2021
2,136
$104.04 - $125.42 $222K - $268K
KEYS
Keysight Technologies, Inc.

Technology
Q2 2021 Filed on Aug 12, 2021
2,181
$135.42 - $155.79 $295K - $340K
HTA
Healthcare Trust Of America, Inc.

Real Estate
Q2 2021 Filed on Aug 12, 2021
8,806
$26.7 - $29.52 $235K - $260K
EMR
Emerson Electric CO

Industrials
Q2 2021 Filed on Aug 12, 2021
3,064
$90.41 - $98.61 $277K - $302K
LHX
L3 Harris Technologies, Inc.

Industrials
Q2 2021 Filed on Aug 12, 2021
1,315
$203.62 - $223.72 $268K - $294K
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