Insight Wealth Strategies, LLC Ishares Tr Transaction History

Insight Wealth Strategies, LLC

$725 Million
Q1 2025

A detailed history of Insight Wealth Strategies, LLC transactions in Ishares Tr stock. As of the latest transaction made, Insight Wealth Strategies, LLC holds 34,615 shares of EMB stock, worth $3.11 Million. This represents 0.43% of its overall portfolio holdings.

Number of Shares

34,615

Previous 35,298 1.93%

Holding current value

$3.11 Million

Previous $3.14 Million 0.45%

% of portfolio

0.43%

Previous 0.42%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 03, 2025	SELL	$88.64 - $92.03 $60,541 - $62,856	-683 Reduced 1.93%	34,615 $3.13 Million
Q4 2024 Jan 06, 2025	SELL	$88.94 - $93.46 $238,626 - $250,753	-2,683 Reduced 7.06%	35,298 $3.14 Million
Q3 2024 Oct 07, 2024	BUY	$87.75 - $93.74 $8,775 - $9,374	100 Added 0.26%	37,981 $3.55 Million
Q2 2024 Jul 08, 2024	SELL	$86.66 - $89.88 $12,132 - $12,583	-140 Reduced 0.37%	37,881 $3.35 Million
Q1 2024 Apr 05, 2024	BUY	$86.49 - $90.08 $64,435 - $67,109	745 Added 2.0%	38,021 $3.41 Million
Q4 2023 Jan 12, 2024	SELL	$79.71 - $89.68 $92,782 - $104,387	-1,164 Reduced 3.03%	37,276 $3.32 Million
Q3 2023 Oct 13, 2023	SELL	$82.42 - $87.68 $257,892 - $274,350	-3,129 Reduced 7.53%	38,440 $3.17 Million
Q2 2023 Jul 14, 2023	BUY	$83.9 - $86.54 $3.49 Million - $3.6 Million	41,569 New	41,569 $3.6 Million
Q4 2021 Jan 31, 2022	SELL	$106.57 - $110.92 $4.31 Million - $4.48 Million	-40,428 Closed	0 $0
Q3 2021 Oct 28, 2021	BUY	$109.98 - $113.55 $4.45 Million - $4.59 Million	40,428 New	40,428 $4.45 Million

Others Institutions Holding EMB

# of Institutions

976

Shares Held

143M

Call Options Held

4.61M

Put Options Held

10.6M

View Full List

About ISHARES TR

Ticker EMB
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Insight Wealth Strategies, LLC Ishares Tr Transaction History