Insight Wealth Strategies, LLC Ishares U.S. Treasury Bond ETF Transaction History

Insight Wealth Strategies, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2021 Jan 31, 2022	SELL	$26.24 - $26.74 $1.99 Million - $2.03 Million	-75,968 Closed	0 $0
Q3 2021 Oct 28, 2021	SELL	$26.48 - $26.97 $91,620 - $93,316	-3,460 Reduced 4.36%	75,968 $2.02 Million
Q2 2021 Aug 12, 2021	SELL	$26.19 - $26.61 $424,251 - $431,055	-16,199 Reduced 16.94%	79,428 $2.11 Million
Q1 2021 May 12, 2021	BUY	$26.12 - $27.38 $1.82 Million - $1.91 Million	69,697 Added 268.79%	95,627 $2.5 Million
Q4 2020 Feb 05, 2021	BUY	$27.24 - $27.93 $706,333 - $724,224	25,930 New	25,930 $706,000

775

1.06B

7.5K

761K

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

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