Insight Wealth Partners, LLC Ishares Tr Fallen Angels Usd B Transaction History

Insight Wealth Partners, LLC

$592 Million
Q1 2025

A detailed history of Insight Wealth Partners, LLC transactions in Ishares Tr Fallen Angels Usd B stock. As of the latest transaction made, Insight Wealth Partners, LLC holds 128,461 shares of FALN stock, worth $3.41 Million. This represents 0.58% of its overall portfolio holdings.

Number of Shares

128,461

Previous 123,213 4.26%

Holding current value

$3.41 Million

Previous $3.29 Million 4.56%

% of portfolio

0.58%

Previous 0.46%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	BUY	$26.64 - $27.14 $139,806 - $142,430	5,248 Added 4.26%	128,461 $3.44 Million
Q4 2024 Feb 14, 2025	BUY	$26.55 - $27.32 $416,304 - $428,377	15,680 Added 14.58%	123,213 $3.29 Million
Q3 2024 Nov 13, 2024	BUY	$26.01 - $27.41 $145,213 - $153,030	5,583 Added 5.48%	107,533 $2.94 Million
Q2 2024 Jul 18, 2024	BUY	$26.01 - $26.68 $12,536 - $12,859	482 Added 0.48%	101,950 $2.67 Million
Q1 2024 May 10, 2024	BUY	$26.17 - $26.88 $252,723 - $259,580	9,657 Added 10.52%	101,468 $2.73 Million
Q4 2023 Feb 13, 2024	SELL	$24.16 - $26.52 $52,620 - $57,760	-2,178 Reduced 2.32%	91,811 $2.42 Million
Q3 2023 Oct 30, 2023	SELL	$24.78 - $25.54 $4,063 - $4,188	-164 Reduced 0.17%	93,989 $2.33 Million
Q2 2023 Aug 11, 2023	SELL	$24.64 - $25.37 $538,630 - $554,588	-21,860 Reduced 18.84%	94,153 $2.39 Million
Q1 2023 May 12, 2023	BUY	$24.53 - $25.76 $17,244 - $18,109	703 Added 0.61%	116,013 $2.93 Million
Q4 2022 Jan 31, 2023	SELL	$23.7 - $25.22 $116,651 - $124,132	-4,922 Reduced 4.09%	115,310 $2.84 Million
Q3 2022 Dec 01, 2022	SELL	$23.9 - $26.1 $732,845 - $800,304	-30,663 Reduced 20.32%	120,232 $2.87 Million
Q2 2022 Jul 13, 2022	SELL	$24.32 - $27.85 $41,319 - $47,317	-1,699 Reduced 1.11%	150,895 $3.72 Million
Q1 2022 May 02, 2022	SELL	$27.07 - $29.9 $188,867 - $208,612	-6,977 Reduced 4.37%	152,594 $4.24 Million
Q4 2021 Feb 04, 2022	BUY	$29.4 - $30.37 $388,726 - $401,552	13,222 Added 9.03%	159,571 $4.78 Million
Q3 2021 Nov 05, 2021	BUY	$29.85 - $30.44 $16,566 - $16,894	555 Added 0.38%	146,349 $4.41 Million
Q2 2021 Jul 14, 2021	BUY	$29.21 - $29.96 $21,469 - $22,020	735 Added 0.51%	145,794 $4.37 Million
Q1 2021 Apr 20, 2021	BUY	$28.73 - $29.69 $1.71 Million - $1.76 Million	59,356 Added 69.26%	145,059 $4.24 Million
Q4 2020 Jan 19, 2021	SELL	$27.27 - $29.43 $781,230 - $843,110	-28,648 Reduced 25.05%	85,703 $2.52 Million
Q3 2020 Oct 16, 2020	BUY	$26.26 - $27.96 $339,541 - $361,522	12,930 Added 12.75%	114,351 $3.12 Million
Q2 2020 Jul 20, 2020	BUY	$21.94 - $26.88 $121,876 - $149,318	5,555 Added 5.79%	101,421 $2.66 Million
Q1 2020 May 07, 2020	BUY	$19.49 - $27.66 $882,273 - $1.25 Million	45,268 Added 89.47%	95,866 $2.15 Million
Q4 2019 Mar 16, 2020	BUY	$26.34 - $27.18 $1.33 Million - $1.38 Million	50,598 New	50,598 $1.37 Million

Others Institutions Holding FALN

# of Institutions

311

Shares Held

59.2M

Call Options Held

17.6K

Put Options Held

200

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About ISHARES TR FALLEN ANGELS USD B

Ticker FALN
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Insight Wealth Partners, LLC Ishares Tr Fallen Angels Usd B Transaction History