Insight Wealth Partners, LLC Ishares Cmbs ETF Transaction History

Insight Wealth Partners, LLC

$592 Million
Q1 2025

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 52,073 shares of CMBS stock, worth $2.51 Million. This represents 0.42% of its overall portfolio holdings.

Number of Shares

52,073

Previous 51,760 0.6%

Holding current value

$2.51 Million

Previous $2.44 Million 2.29%

% of portfolio

0.42%

Previous 0.34%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	BUY	$47.16 - $48.21 $14,761 - $15,089	313 Added 0.6%	52,073 $2.5 Million
Q4 2024 Feb 14, 2025	BUY	$47.09 - $48.64 $231,871 - $239,503	4,924 Added 10.51%	51,760 $2.44 Million
Q3 2024 Nov 13, 2024	BUY	$46.61 - $48.93 $111,724 - $117,285	2,397 Added 5.39%	46,836 $2.29 Million
Q2 2024 Jul 18, 2024	SELL	$45.81 - $47.08 $19,148 - $19,679	-418 Reduced 0.93%	44,439 $2.09 Million
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	$44.69 - $46.69 $385,361 - $402,607	8,623 Added 23.89%	44,724 $2.05 Million
Q3 2022 Dec 01, 2022	BUY	$45.75 - $49.07 $200,476 - $215,024	4,382 Added 13.82%	36,101 $1.66 Million
Q2 2022 Jul 13, 2022	BUY	$46.98 - $49.67 $10,664 - $11,275	227 Added 0.72%	31,719 $1.53 Million
Q1 2022 May 02, 2022	BUY	$49.41 - $52.81 $16,206 - $17,321	328 Added 1.05%	31,492 $1.57 Million
Q4 2021 Feb 04, 2022	BUY	$52.98 - $54.14 $192,900 - $197,123	3,641 Added 13.23%	31,164 $1.65 Million
Q3 2021 Nov 05, 2021	BUY	$53.98 - $54.94 $377 - $384	7 Added 0.03%	27,523 $1.49 Million
Q2 2021 Jul 14, 2021	BUY	$53.73 - $54.55 $429 - $436	8 Added 0.03%	27,516 $1.5 Million
Q1 2021 Apr 20, 2021	BUY	$53.86 - $55.45 $31,184 - $32,105	579 Added 2.15%	27,508 $1.48 Million
Q4 2020 Jan 19, 2021	BUY	$54.62 - $55.59 $752,172 - $765,529	13,771 Added 104.66%	26,929 $1.49 Million
Q3 2020 Oct 16, 2020	BUY	$54.55 - $55.59 $717,768 - $731,453	13,158 New	13,158 $731,000

Others Institutions Holding CMBS

# of Institutions

100

Shares Held

6.27M

Call Options Held

Put Options Held

4.9K

View Full List

About ISHARES CMBS ETF

Ticker CMBS
Sector ETFs
Industry ETFs

More about CMBS

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Insight Wealth Partners, LLC Ishares Cmbs ETF Transaction History