Insight Wealth Partners, LLC Ishares Cmbs ETF Transaction History

Insight Wealth Partners, LLC

  • $581 Million
  • Q1 2024

A detailed history of Insight Wealth Partners, LLC transactions in Ishares Cmbs ETF stock. As of the latest transaction made, Insight Wealth Partners, LLC holds 44,857 shares of CMBS stock, worth $2.11 Million. This represents 0.36% of its overall portfolio holdings.

Number of Shares
44,857
Previous 36,837 21.77%
Holding current value
$2.11 Million
Previous $1.72 Million 22.58%
% of portfolio
0.36%
Previous 0.3%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 10, 2024
BUY
$46.46 - $47.2 $372,609 - $378,544
8,020 Added 21.77%
44,857 $2.11 Million
Q4 2023

Feb 13, 2024
BUY
$44.2 - $46.91 $49,459 - $52,492
1,119 Added 3.13%
36,837 $1.72 Million
Q3 2023

Oct 30, 2023
BUY
$44.88 - $46.03 $36,083 - $37,008
804 Added 2.3%
35,718 $1.61 Million
Q2 2023

Aug 11, 2023
SELL
$45.86 - $47.07 $455,848 - $467,875
-9,940 Reduced 22.16%
34,914 $1.6 Million
Q1 2023

May 12, 2023
BUY
$45.64 - $47.36 $5,933 - $6,156
130 Added 0.29%
44,854 $2.07 Million
Q4 2022

Jan 31, 2023
BUY
$44.77 - $46.69 $386,051 - $402,607
8,623 Added 23.89%
44,724 $2.05 Million
Q3 2022

Dec 01, 2022
BUY
N/A
4,382 Added 13.82%
36,101 $1.66 Million
Q2 2022

Jul 13, 2022
BUY
N/A
227 Added 0.72%
31,719 $1.53 Million
Q1 2022

May 02, 2022
BUY
N/A
328 Added 1.05%
31,492 $1.57 Million
Q4 2021

Feb 04, 2022
BUY
N/A
3,641 Added 13.23%
31,164 $1.65 Million
Q3 2021

Nov 05, 2021
BUY
N/A
7 Added 0.03%
27,523 $1.49 Million
Q2 2021

Jul 14, 2021
BUY
N/A
8 Added 0.03%
27,516 $1.5 Million
Q1 2021

Apr 20, 2021
BUY
N/A
579 Added 2.15%
27,508 $1.48 Million
Q4 2020

Jan 19, 2021
BUY
N/A
13,771 Added 104.66%
26,929 $1.49 Million
Q3 2020

Oct 16, 2020
BUY
N/A
13,158 New
13,158 $731,000

Others Institutions Holding CMBS

# of Institutions
88
Shares Held
5.84M
Call Options Held
0
Put Options Held
9K
View Full List

About ISHARES CMBS ETF

CMBS Quotes by TradingView
  • Ticker CMBS
  • Sector ETFs
  • Industry ETFs
More about CMBS
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