Insight Wealth Partners, LLC Ishares Tr Transaction History

Insight Wealth Partners, LLC

$581 Million
Q1 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 38,698 shares of HYG stock, worth $2.98 Million. This represents 0.52% of its overall portfolio holdings.

Number of Shares

38,698

Previous 33,369 15.97%

Holding current value

$2.98 Million

Previous $2.58 Million 16.46%

% of portfolio

0.52%

Previous 0.45%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 10, 2024	BUY	$76.57 - $77.9 $408,041 - $415,129	5,329 Added 15.97%	38,698 $3.01 Million
Q4 2023 Feb 13, 2024	SELL	$71.78 - $77.94 $70,918 - $77,004	-988 Reduced 2.88%	33,369 $2.58 Million
Q3 2023 Oct 30, 2023	SELL	$73.48 - $75.65 $2,939 - $3,026	-40 Reduced 0.12%	34,357 $2.53 Million
Q2 2023 Aug 11, 2023	SELL	$73.57 - $75.42 $453,853 - $465,265	-6,169 Reduced 15.21%	34,397 $2.58 Million
Q1 2023 May 12, 2023	BUY	$73.04 - $77.2 $80,490 - $85,074	1,102 Added 2.79%	40,566 $3.06 Million

Q4 2022 Jan 31, 2023	SELL	$71.95 - $76.11 $176,709 - $186,926	-2,456 Reduced 5.86%	39,464 $2.91 Million
Q3 2022 Dec 01, 2022	SELL	$72.13 - $78.94 $562,614 - $615,732	-7,800 Reduced 15.69%	41,920 $2.99 Million
Q2 2022 Jul 13, 2022	BUY	$73.1 - $82.57 $4,386 - $4,954	60 Added 0.12%	49,720 $3.66 Million
Q1 2022 May 02, 2022	SELL	$79.97 - $86.97 $238,790 - $259,692	-2,986 Reduced 5.67%	49,660 $4.09 Million
Q4 2021 Feb 04, 2022	BUY	$85.37 - $87.5 $635,494 - $651,350	7,444 Added 16.47%	52,646 $4.58 Million
Q3 2021 Nov 05, 2021	BUY	$86.98 - $88.14 $85,327 - $86,465	981 Added 2.22%	45,202 $3.96 Million
Q2 2021 Jul 14, 2021	SELL	$86.61 - $88.04 $22,345 - $22,714	-258 Reduced 0.58%	44,221 $3.89 Million
Q1 2021 Apr 20, 2021	BUY	$85.73 - $87.78 $1.36 Million - $1.39 Million	15,864 Added 55.44%	44,479 $3.88 Million
Q4 2020 Jan 19, 2021	SELL	$83.46 - $87.3 $1.78 Million - $1.86 Million	-21,331 Reduced 42.71%	28,615 $2.5 Million
Q3 2020 Oct 16, 2020	BUY	$81.53 - $85.39 $259,183 - $271,454	3,179 Added 6.8%	49,946 $4.19 Million
Q2 2020 Jul 20, 2020	BUY	$73.55 - $84.56 $187,258 - $215,289	2,546 Added 5.76%	46,767 $3.82 Million
Q1 2020 May 07, 2020	SELL	$68.63 - $88.43 $310,207 - $399,703	-4,520 Reduced 9.27%	44,221 $3.41 Million
Q4 2019 Mar 16, 2020	BUY	$86.04 - $88.21 $4.19 Million - $4.3 Million	48,741 New	48,741 $4.29 Million

Others Institutions Holding HYG

# of Institutions

1,063

Shares Held

239M

Call Options Held

115M

Put Options Held

366M

View Full List

About ISHARES TR

Ticker HYG
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Insight Wealth Partners, LLC Ishares Tr Transaction History