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 $2.52 Million. This represents 0.42% of its overall portfolio holdings.

Number of Shares

52,073

Previous 51,760 0.6%

Holding current value

$2.52 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

103

Shares Held

6.34M

Call Options Held

Put Options Held

4.9K

View Full List

About ISHARES CMBS ETF

Ticker CMBS
Sector ETFs
Industry ETFs

More about CMBS

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Insight Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Insight Wealth Partners, LLC with notifications on news.

Account

Insight Wealth Partners, LLC Ishares Cmbs ETF Transaction History