Insight Wealth Partners, LLC Ishares Tr Core Intl Aggregate Transaction History

Insight Wealth Partners, LLC

$498 Million
Q3 2024

Shares

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 11, 2023	SELL	$48.63 - $49.36 $42,502 - $43,140	-874 Reduced 17.47%	4,128 $203,000
Q1 2023 May 12, 2023	SELL	$47.74 - $49.08 $238 - $245	-5 Reduced 0.1%	5,002 $244,000
Q4 2022 Jan 31, 2023	SELL	$47.55 - $50.18 $190 - $200	-4 Reduced 0.08%	5,007 $238,000
Q3 2022 Dec 01, 2022	SELL	$47.99 - $51.59 $287 - $309	-6 Reduced 0.12%	5,011 $242,000
Q2 2022 Jul 13, 2022	SELL	$48.84 - $52.28 $98,852 - $105,814	-2,024 Reduced 28.75%	5,017 $250,000
Q1 2022 May 02, 2022	SELL	$51.9 - $54.31 $6,176 - $6,462	-119 Reduced 1.66%	7,041 $367,000
Q4 2021 Feb 04, 2022	BUY	$54.48 - $55.71 $14,491 - $14,818	266 Added 3.86%	7,160 $390,000
Q3 2021 Nov 05, 2021	SELL	$55.02 - $56.01 $55,460 - $56,458	-1,008 Reduced 12.76%	6,894 $379,000
Q2 2021 Jul 14, 2021	BUY	$54.55 - $55.19 $1,745 - $1,766	32 Added 0.41%	7,902 $435,000
Q1 2021 Apr 20, 2021	SELL	$54.65 - $56.18 $1.22 Million - $1.26 Million	-22,402 Reduced 74.0%	7,870 $432,000
Q4 2020 Jan 19, 2021	SELL	$55.57 - $56.21 $1.12 Million - $1.13 Million	-20,177 Reduced 39.99%	30,272 $1.7 Million
Q3 2020 Oct 16, 2020	BUY	$55.37 - $55.99 $97,728 - $98,822	1,765 Added 3.63%	50,449 $2.81 Million
Q2 2020 Jul 20, 2020	BUY	$54.46 - $55.71 $16,501 - $16,880	303 Added 0.63%	48,684 $2.71 Million
Q1 2020 May 07, 2020	BUY	$53.16 - $56.51 $1.09 Million - $1.16 Million	20,466 Added 73.32%	48,381 $2.65 Million
Q4 2019 Mar 16, 2020	BUY	$54.7 - $55.84 $1.53 Million - $1.56 Million	27,915 New	27,915 $1.53 Million

Others Institutions Holding IAGG

# of Institutions

381

Shares Held

102M

Call Options Held

0

Put Options Held

0

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