Insight Wealth Strategies, LLC Ishares Tr Transaction History

Insight Wealth Strategies, LLC

$749 Million
Q3 2024

Shares

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 Apr 12, 2022	SELL	$63.26 - $75.48 $187,186 - $223,345	-2,959 Closed	0 $0
Q4 2021 Jan 31, 2022	SELL	$72.36 - $77.76 $1.69 Million - $1.81 Million	-23,289 Reduced 88.73%	2,959 $221,000
Q3 2021 Oct 28, 2021	BUY	$72.98 - $78.2 $1.17 Million - $1.25 Million	15,998 Added 156.08%	26,248 $1.95 Million
Q2 2021 Aug 12, 2021	SELL	$73.11 - $77.88 $771,383 - $821,711	-10,551 Reduced 50.72%	10,250 $767,000
Q1 2021 May 12, 2021	BUY	$68.58 - $73.12 $634,707 - $676,725	9,255 Added 80.16%	20,801 $1.5 Million
Q4 2020 Feb 05, 2021	BUY	$58.13 - $69.71 $3,545 - $4,252	61 Added 0.53%	11,546 $798,000
Q3 2020 Oct 29, 2020	BUY	$57.43 - $62.28 $14,529 - $15,756	253 Added 2.25%	11,485 $692,000
Q2 2020 Jul 31, 2020	SELL	$47.43 - $60.75 $359,234 - $460,120	-7,574 Reduced 40.27%	11,232 $642,000
Q1 2020 Apr 21, 2020	SELL	$43.31 - $66.12 $392,085 - $598,584	-9,053 Reduced 32.5%	18,806 $938,000
Q4 2019 Feb 21, 2020	BUY	$59.36 - $65.51 $343,397 - $378,975	5,785 Added 26.21%	27,859 $1.82 Million
Q3 2019 Nov 06, 2019	BUY	$57.44 - $62.42 $292,771 - $318,154	5,097 Added 30.02%	22,074 $1.35 Million
Q2 2019 Aug 06, 2019	BUY	$59.39 - $62.73 $348,678 - $368,287	5,871 Added 52.86%	16,977 $1.04 Million
Q1 2019 Apr 24, 2019	BUY	$54.44 - $61.46 $604,610 - $682,574	11,106 New	11,106 $675,000

Others Institutions Holding IEFA

# of Institutions

1,997

Shares Held

1.42B

Call Options Held

164K

Put Options Held

52.1K

About ISHARES TR

Ticker IEFA
Sector ETFs
Industry ETFs

More about IEFA

Track This Portfolio

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.