Insight Wealth Partners, LLC Ishares Core Total Usd Bond Ma Transaction History

Insight Wealth Partners, LLC

$498 Million
Q3 2024

A detailed history of Insight Wealth Partners, LLC transactions in Ishares Core Total Usd Bond Ma stock. As of the latest transaction made, Insight Wealth Partners, LLC holds 11,474 shares of IUSB stock, worth $523,099. This represents 0.11% of its overall portfolio holdings.

Number of Shares

11,474

Previous 9,339 22.86%

Holding current value

$523,099

Previous $422,000 27.96%

% of portfolio

0.11%

Previous 0.07%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	BUY	$44.83 - $47.42 $95,712 - $101,241	2,135 Added 22.86%	11,474 $540,000
Q2 2024 Jul 18, 2024	SELL	$44.3 - $45.58 $13,733 - $14,129	-310 Reduced 3.21%	9,339 $422,000
Q1 2024 May 10, 2024	BUY	$45.02 - $46.27 $135,195 - $138,948	3,003 Added 45.19%	9,649 $439,000
Q4 2023 Feb 13, 2024	BUY	$42.6 - $46.25 $39,660 - $43,058	931 Added 16.29%	6,646 $306,000
Q3 2023 Oct 30, 2023	BUY	$43.62 - $45.64 $11,515 - $12,048	264 Added 4.84%	5,715 $249,000
Q2 2023 Aug 11, 2023	SELL	$45.12 - $46.45 $22,063 - $22,714	-489 Reduced 8.23%	5,451 $247,000
Q1 2023 May 12, 2023	BUY	$44.68 - $46.69 $20,150 - $21,057	451 Added 8.22%	5,940 $274,000
Q4 2022 Jan 31, 2023	SELL	$43.31 - $46.11 $4.74 Million - $5.05 Million	-109,415 Reduced 95.22%	5,489 $246,000
Q3 2022 Dec 01, 2022	BUY	$44.1 - $48.01 $223,851 - $243,698	5,076 Added 4.62%	114,904 $5.11 Million
Q2 2022 Jul 13, 2022	SELL	$45.73 - $49.5 $113,639 - $123,007	-2,485 Reduced 2.21%	109,828 $5.14 Million
Q1 2022 May 02, 2022	SELL	$49.13 - $52.58 $3.43 Million - $3.67 Million	-69,859 Reduced 38.35%	112,313 $5.57 Million
Q4 2021 Feb 04, 2022	BUY	$52.59 - $53.43 $68,524 - $69,619	1,303 Added 0.72%	182,172 $9.64 Million
Q3 2021 Nov 05, 2021	BUY	$53.21 - $53.97 $2.18 Million - $2.21 Million	40,896 Added 29.22%	180,869 $9.63 Million
Q2 2021 Jul 14, 2021	SELL	$52.74 - $53.49 $188,914 - $191,601	-3,582 Reduced 2.5%	139,973 $7.49 Million
Q1 2021 Apr 20, 2021	BUY	$52.55 - $54.49 $7.54 Million - $7.82 Million	143,555 New	143,555 $7.57 Million

Others Institutions Holding IUSB

# of Institutions

706

Shares Held

699M

Call Options Held

Put Options Held

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Insight Wealth Partners, LLC Ishares Core Total Usd Bond Ma Transaction History