Insight Wealth Strategies, LLC Ishares Barclays Transaction History

Insight Wealth Strategies, LLC

$725 Million
Q1 2025

A detailed history of Insight Wealth Strategies, LLC transactions in Ishares Barclays stock. As of the latest transaction made, Insight Wealth Strategies, LLC holds 261,912 shares of IEF stock, worth $24.6 Million. This represents 3.44% of its overall portfolio holdings.

Number of Shares

261,912

Previous 257,997 1.52%

Holding current value

$24.6 Million

Previous $23.9 Million 4.42%

% of portfolio

3.44%

Previous 3.22%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 03, 2025	BUY	$91.17 - $95.39 $356,930 - $373,451	3,915 Added 1.52%	261,912 $24.9 Million
Q4 2024 Jan 06, 2025	BUY	$92.08 - $98.18 $594,652 - $634,046	6,458 Added 2.57%	257,997 $23.9 Million
Q3 2024 Oct 07, 2024	BUY	$92.67 - $99.14 $6.03 Million - $6.46 Million	65,116 Added 34.93%	251,539 $24.7 Million
Q2 2024 Jul 08, 2024	BUY	$91.24 - $94.6 $631,472 - $654,726	6,921 Added 3.86%	186,423 $17.5 Million
Q1 2024 Apr 05, 2024	SELL	$93.54 - $96.82 $2.5 Million - $2.59 Million	-26,712 Reduced 12.95%	179,502 $17 Million
Q4 2023 Jan 12, 2024	BUY	$88.95 - $97.0 $1.79 Million - $1.95 Million	20,136 Added 10.82%	206,214 $19.9 Million
Q3 2023 Oct 13, 2023	BUY	$91.32 - $97.13 $262,088 - $278,763	2,870 Added 1.57%	186,078 $17 Million
Q2 2023 Jul 14, 2023	BUY	$96.39 - $100.48 $17.7 Million - $18.4 Million	183,208 New	183,208 $17.7 Million
Q4 2022 Jan 06, 2023	BUY	$92.93 - $99.14 $3.34 Million - $3.57 Million	35,983 Added 1612.86%	38,214 $0
Q2 2022 Jul 01, 2022	SELL	$98.15 - $106.65 $47,013 - $51,085	-479 Reduced 17.68%	2,231 $228,000
Q1 2022 Apr 12, 2022	SELL	$106.08 - $113.93 $4.11 Million - $4.42 Million	-38,789 Reduced 93.47%	2,710 $291,000
Q4 2021 Jan 31, 2022	SELL	$113.55 - $116.36 $18.7 Million - $19.2 Million	-164,951 Reduced 79.9%	41,499 $4.77 Million
Q3 2021 Oct 28, 2021	BUY	$114.96 - $118.18 $424,202 - $436,084	3,690 Added 1.82%	206,450 $23.8 Million
Q2 2021 Aug 12, 2021	SELL	$113.04 - $115.78 $783,254 - $802,239	-6,929 Reduced 3.3%	202,760 $23.4 Million
Q1 2021 May 12, 2021	BUY	$112.93 - $119.98 $791,300 - $840,699	7,007 Added 3.46%	209,689 $23.7 Million
Q4 2020 Feb 05, 2021	BUY	$119.27 - $121.81 $825,825 - $843,412	6,924 Added 3.54%	202,682 $24.3 Million
Q3 2020 Oct 29, 2020	SELL	$121.18 - $123.06 $7.51 Million - $7.63 Million	-61,992 Reduced 24.05%	195,758 $23.8 Million
Q2 2020 Jul 31, 2020	BUY	$119.77 - $122.41 $1.52 Million - $1.55 Million	12,685 Added 5.18%	257,750 $31.4 Million
Q1 2020 Apr 21, 2020	BUY	$110.73 - $121.48 $24.7 Million - $27.1 Million	222,822 Added 1001.76%	245,065 $29.8 Million
Q4 2019 Feb 21, 2020	SELL	$110.18 - $113.81 $1.98 Million - $2.04 Million	-17,958 Reduced 44.67%	22,243 $2.45 Million
Q3 2019 Nov 06, 2019	BUY	$108.93 - $114.25 $2.91 Million - $3.05 Million	26,737 Added 198.58%	40,201 $4.52 Million
Q2 2019 Aug 06, 2019	SELL	$105.05 - $110.09 $106,940 - $112,071	-1,018 Reduced 7.03%	13,464 $1.48 Million
Q1 2019 Apr 24, 2019	BUY	$103.43 - $106.84 $829,405 - $856,749	8,019 Added 124.08%	14,482 $1.55 Million
Q4 2018 Feb 12, 2019	BUY	$99.72 - $104.2 $644,490 - $673,444	6,463 New	6,463 $673,000

Others Institutions Holding IEF

# of Institutions

1,138

Shares Held

306M

Call Options Held

13M

Put Options Held

7.14M

View Full List

About ISHARES BARCLAYS

Ticker IEF
Sector ETFs
Industry ETFs

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Insight Wealth Strategies, LLC Ishares Barclays Transaction History