Insight Wealth Strategies, LLC Ishares Tr Transaction History

Insight Wealth Strategies, LLC

  • $676 Million
  • Q1 2024

A detailed history of Insight Wealth Strategies, LLC transactions in Ishares Tr stock. As of the latest transaction made, Insight Wealth Strategies, LLC holds 38,021 shares of EMB stock, worth $3.36 Million. This represents 0.5% of its overall portfolio holdings.

Number of Shares
38,021
Previous 37,276 2.0%
Holding current value
$3.36 Million
Previous $3.32 Million 2.71%
% of portfolio
0.5%
Previous 0.54%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
893
Shares Held
129M
Call Options Held
6.09M
Put Options Held
18.7M
View Full List

About ISHARES TR

EMB Quotes by TradingView
  • Ticker EMB
  • Sector ETFs
  • Industry ETFs
More about EMB
Track This Portfolio

Track Insight Wealth Strategies, LLC Portfolio

Follow Insight Wealth Strategies, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Insight Wealth Strategies, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Insight Wealth Strategies, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email