Insight Wealth Partners, LLC Ishares Tr Transaction History

Insight Wealth Partners, LLC

$498 Million
Q3 2024

A detailed history of Insight Wealth Partners, LLC transactions in Ishares Tr stock. As of the latest transaction made, Insight Wealth Partners, LLC holds 33,805 shares of EMB stock, worth $3.05 Million. This represents 0.64% of its overall portfolio holdings.

Number of Shares

33,805

Previous 32,699 3.38%

Holding current value

$3.05 Million

Previous $2.89 Million 9.33%

% of portfolio

0.64%

Previous 0.5%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	BUY	$87.75 - $93.74 $97,051 - $103,676	1,106 Added 3.38%	33,805 $3.16 Million
Q2 2024 Jul 18, 2024	SELL	$86.66 - $89.88 $115,517 - $119,810	-1,333 Reduced 3.92%	32,699 $2.89 Million
Q1 2024 May 10, 2024	BUY	$86.49 - $90.08 $165,368 - $172,232	1,912 Added 5.95%	34,032 $3.05 Million
Q4 2023 Feb 13, 2024	SELL	$79.71 - $89.68 $100,115 - $112,638	-1,256 Reduced 3.76%	32,120 $2.86 Million
Q3 2023 Oct 30, 2023	SELL	$82.42 - $87.68 $5,192 - $5,523	-63 Reduced 0.19%	33,376 $2.75 Million
Q2 2023 Aug 11, 2023	SELL	$83.9 - $86.54 $719,694 - $742,340	-8,578 Reduced 20.42%	33,439 $2.89 Million
Q1 2023 May 12, 2023	SELL	$83.99 - $89.55 $65,680 - $70,028	-782 Reduced 1.83%	42,017 $3.63 Million
Q4 2022 Jan 31, 2023	BUY	$77.09 - $87.8 $216,237 - $246,279	2,805 Added 7.01%	42,799 $3.62 Million
Q3 2022 Dec 01, 2022	SELL	$78.71 - $90.17 $1.09 Million - $1.25 Million	-13,838 Reduced 25.71%	39,994 $3.18 Million
Q2 2022 Jul 13, 2022	SELL	$84.66 - $98.11 $14,307 - $16,580	-169 Reduced 0.31%	53,832 $4.59 Million
Q1 2022 May 02, 2022	BUY	$93.87 - $107.98 $648,078 - $745,493	6,904 Added 14.66%	54,001 $5.28 Million
Q4 2021 Feb 04, 2022	BUY	$106.57 - $110.92 $906,590 - $943,596	8,507 Added 22.04%	47,097 $5.14 Million
Q3 2021 Nov 05, 2021	BUY	$109.98 - $113.55 $48,281 - $49,848	439 Added 1.15%	38,590 $4.25 Million
Q2 2021 Jul 14, 2021	BUY	$109.25 - $112.9 $37,363 - $38,611	342 Added 0.9%	38,151 $4.29 Million
Q1 2021 Apr 20, 2021	BUY	$106.72 - $115.35 $1.58 Million - $1.71 Million	14,809 Added 64.39%	37,809 $4.12 Million
Q4 2020 Jan 19, 2021	SELL	$109.8 - $115.91 $923,747 - $975,150	-8,413 Reduced 26.78%	23,000 $2.67 Million
Q3 2020 Oct 16, 2020	BUY	$109.14 - $114.48 $302,426 - $317,224	2,771 Added 9.67%	31,413 $3.48 Million
Q2 2020 Jul 20, 2020	BUY	$93.85 - $109.23 $160,577 - $186,892	1,711 Added 6.35%	28,642 $3.13 Million
Q1 2020 May 07, 2020	SELL	$85.8 - $117.01 $397,168 - $541,639	-4,629 Reduced 14.67%	26,931 $2.6 Million
Q4 2019 Mar 16, 2020	BUY	$111.26 - $114.74 $3.51 Million - $3.62 Million	31,560 New	31,560 $3.62 Million

Others Institutions Holding EMB

# of Institutions

923

Shares Held

147M

Call Options Held

4.01M

Put Options Held

10.6M

View Full List

About ISHARES TR

Ticker EMB
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Insight Wealth Partners, LLC Ishares Tr Transaction History