Insight Wealth Strategies, LLC Ishares Core S&P Mid Cap ETF Transaction History

Insight Wealth Strategies, LLC

$749 Million
Q3 2024

Shares

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 01, 2022	SELL	$219.07 - $270.08 $738,265 - $910,169	-3,370 Closed	0 $0
Q1 2022 Apr 12, 2022	BUY	$251.21 - $285.37 $1,758 - $1,997	7 Added 0.21%	3,370 $904,000
Q4 2021 Jan 31, 2022	BUY	$265.81 - $290.54 $110,311 - $120,574	415 Added 14.08%	3,363 $952,000
Q3 2021 Oct 28, 2021	SELL	$256.44 - $277.04 $1.3 Million - $1.4 Million	-5,061 Reduced 63.19%	2,948 $776,000
Q2 2021 Aug 12, 2021	BUY	$260.21 - $276.38 $102,522 - $108,893	394 Added 5.17%	8,009 $2.15 Million
Q1 2021 May 12, 2021	BUY	$226.3 - $267.93 $274,049 - $324,463	1,211 Added 18.91%	7,615 $1.98 Million
Q4 2020 Feb 05, 2021	BUY	$187.77 - $230.69 $342,304 - $420,547	1,823 Added 39.79%	6,404 $1.47 Million
Q3 2020 Oct 29, 2020	BUY	$174.43 - $196.49 $799,063 - $900,120	4,581 New	4,581 $849,000
Q2 2020 Jul 31, 2020	SELL	$133.18 - $194.42 $694,933 - $1.01 Million	-5,218 Closed	0 $0
Q1 2020 Apr 21, 2020	BUY	$121.75 - $210.58 $4,991 - $8,633	41 Added 0.79%	5,218 $751,000
Q4 2019 Feb 21, 2020	BUY	$185.78 - $206.16 $117,970 - $130,911	635 Added 13.98%	5,177 $1.07 Million
Q3 2019 Nov 06, 2019	BUY	$183.17 - $198.52 $831,958 - $901,677	4,542 New	4,542 $878,000
Q1 2019 Apr 24, 2019	SELL	$162.83 - $193.4 $249,781 - $296,675	-1,534 Closed	0 $0
Q4 2018 Feb 12, 2019	BUY	$156.48 - $199.76 $240,040 - $306,431	1,534 New	1,534 $255,000

Others Institutions Holding IJH

# of Institutions

2,465

Shares Held

1.05B

Call Options Held

888K

Put Options Held

55.6K

Northwestern Mutual Wealth Management CO

107M
Shares

$6.74 Billion
5.95% of portfolio
Bank Of America Corp Charlotte, NC

65.1M
Shares

$4.1 Billion
0.34% of portfolio
Wells Fargo & Company San Francisco, CA

47.7M
Shares

$3.01 Billion
0.69% of portfolio
Lpl Financial LLC Fort Mill, SC

41.2M
Shares

$2.59 Billion
1.18% of portfolio
Jpmorgan Chase & CO New York, NY

38.1M
Shares

$2.4 Billion
0.19% of portfolio

About ISHARES CORE S&P MID-CAP ETF

Ticker IJH
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