Insight Wealth Strategies, LLC Ishares Trust Ishares 1 5 Year Transaction History

Insight Wealth Strategies, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2021 Jan 31, 2022	SELL	$53.82 - $54.66 $403,811 - $410,113	-7,503 Closed	0 $0
Q3 2021 Oct 28, 2021	SELL	$54.6 - $54.92 $59,077 - $59,423	-1,082 Reduced 12.6%	7,503 $410,000
Q2 2021 Aug 12, 2021	SELL	$54.57 - $54.92 $276,178 - $277,950	-5,061 Reduced 37.09%	8,585 $471,000
Q1 2021 May 12, 2021	BUY	$54.5 - $55.17 $511,210 - $517,494	9,380 Added 219.88%	13,646 $746,000
Q4 2020 Feb 05, 2021	BUY	$54.79 - $55.17 $233,734 - $235,355	4,266 New	4,266 $235,000

980

316M

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