Insight Wealth Strategies, LLC Ishares Tr Transaction History

Insight Wealth Strategies, LLC

$788 Million
Q3 2025

A detailed history of Insight Wealth Strategies, LLC transactions in Ishares Tr stock. As of the latest transaction made, Insight Wealth Strategies, LLC holds 3,001 shares of IEFA stock, worth $264,148. This represents 0.03% of its overall portfolio holdings.

Number of Shares

3,001

Previous 3,185 5.78%

Holding current value

$264,148

Previous $265,000 1.13%

% of portfolio

0.03%

Previous 0.04%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 06, 2025	SELL	$81.7 - $87.53 $15,032 - $16,105	-184 Reduced 5.78%	3,001 $262,000
Q2 2025 Jul 07, 2025	BUY	$67.83 - $84.09 $746 - $924	11 Added 0.35%	3,185 $265,000
Q1 2025 Apr 03, 2025	BUY	$69.57 - $78.65 $220,815 - $249,635	3,174 New	3,174 $242,000
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

2,365

Shares Held

1.56B

Call Options Held

108K

Put Options Held

37.6K

View Full List

About ISHARES TR

Ticker IEFA
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Insight Wealth Strategies, LLC Ishares Tr Transaction History