Insight Wealth Strategies, LLC Ishares Tr Transaction History

Insight Wealth Strategies, LLC

$749 Million
Q3 2024

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 05, 2024	BUY	$76.57 - $77.9 $333,845 - $339,644	4,360 Added 2.28%	195,367 $15.2 Million
Q4 2023 Jan 12, 2024	BUY	$71.78 - $77.94 $1.2 Million - $1.31 Million	16,761 Added 9.62%	191,007 $14.8 Million
Q3 2023 Oct 13, 2023	SELL	$73.48 - $75.65 $7.43 Million - $7.65 Million	-101,123 Reduced 36.72%	174,246 $12.8 Million
Q2 2023 Jul 14, 2023	SELL	$73.57 - $75.42 $107,485 - $110,188	-1,461 Reduced 0.53%	275,369 $20.7 Million
Q1 2023 Apr 06, 2023	SELL	$73.04 - $77.2 $4.74 Million - $5.01 Million	-64,894 Reduced 18.99%	276,830 $20.9 Million
Q4 2022 Jan 06, 2023	BUY	$71.24 - $76.11 $469,186 - $501,260	6,586 Added 1.97%	341,724 $0
Q2 2022 Jul 01, 2022	BUY	$73.1 - $82.57 $3.03 Million - $3.43 Million	41,489 Added 14.13%	335,138 $24.7 Million
Q1 2022 Apr 12, 2022	BUY	$79.97 - $86.97 $4.63 Million - $5.04 Million	57,946 Added 24.58%	293,649 $24.2 Million
Q4 2021 Jan 31, 2022	SELL	$85.37 - $87.5 $4.24 Million - $4.35 Million	-49,697 Reduced 17.41%	235,703 $20.5 Million
Q3 2021 Oct 28, 2021	BUY	$86.98 - $88.14 $361,923 - $366,750	4,161 Added 1.48%	285,400 $25 Million
Q2 2021 Aug 12, 2021	SELL	$86.61 - $88.04 $436,254 - $443,457	-5,037 Reduced 1.76%	281,239 $24.8 Million
Q1 2021 May 12, 2021	SELL	$85.73 - $87.78 $614,426 - $629,119	-7,167 Reduced 2.44%	286,276 $25 Million
Q4 2020 Feb 05, 2021	BUY	$83.46 - $87.3 $1.12 Million - $1.17 Million	13,365 Added 4.77%	293,443 $25.6 Million
Q3 2020 Oct 29, 2020	BUY	$81.53 - $85.39 $13.2 Million - $13.8 Million	162,191 Added 137.58%	280,078 $23.5 Million
Q2 2020 Jul 31, 2020	BUY	$73.55 - $84.56 $1.36 Million - $1.56 Million	18,469 Added 18.58%	117,887 $9.62 Million
Q1 2020 Apr 21, 2020	BUY	$68.63 - $88.43 $3.34 Million - $4.3 Million	48,656 Added 95.85%	99,418 $7.66 Million
Q4 2019 Feb 21, 2020	BUY	$86.04 - $88.21 $2.71 Million - $2.78 Million	31,521 Added 163.82%	50,762 $4.46 Million
Q3 2019 Nov 06, 2019	BUY	$85.49 - $87.52 $15,388 - $15,753	180 Added 0.94%	19,241 $1.68 Million
Q2 2019 Aug 06, 2019	SELL	$84.65 - $87.61 $217,381 - $224,982	-2,568 Reduced 11.87%	19,061 $1.66 Million
Q1 2019 Apr 24, 2019	BUY	$80.99 - $86.47 $167,487 - $178,819	2,068 Added 10.57%	21,629 $1.87 Million
Q4 2018 Feb 12, 2019	BUY	$79.63 - $86.3 $1.56 Million - $1.69 Million	19,561 New	19,561 $1.59 Million

Others Institutions Holding HYG

# of Institutions

1,078

Shares Held

235M

Call Options Held

97.2M

Put Options Held

326M

Clark Capital Management Group, Inc. Philadelphia, PA

24.5M
Shares

$1.95 Billion
13.78% of portfolio
Bank Of America Corp Charlotte, NC

15.1M
Shares

$1.2 Billion
0.1% of portfolio
Black Rock Inc. New York, NY

14.5M
Shares

$1.15 Billion
0.03% of portfolio
Morgan Stanley New York, NY

12.9M
Shares

$1.03 Billion
0.08% of portfolio
Japan Science & Technology Agency Tokyo, M0

10.4M
Shares

$828 Million
11.03% of portfolio

View Full List

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