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

Insight Wealth Strategies, LLC

$725 Million
Q1 2025

A detailed history of Insight Wealth Strategies, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Insight Wealth Strategies, LLC holds 6,367 shares of IJR stock, worth $679,358. This represents 0.09% of its overall portfolio holdings.

Number of Shares

6,367

Previous 106,397 94.02%

Holding current value

$679,358

Previous $12.3 Million 94.6%

% of portfolio

0.09%

Previous 1.66%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 03, 2025	SELL	$102.49 - $119.96 $10.3 Million - $12 Million	-100,030 Reduced 94.02%	6,367 $662,000
Q4 2024 Jan 06, 2025	BUY	$113.92 - $127.38 $8,202 - $9,171	72 Added 0.07%	106,397 $12.3 Million
Q3 2024 Oct 07, 2024	BUY	$105.53 - $118.34 $130,540 - $146,386	1,237 Added 1.18%	106,325 $12.4 Million
Q2 2024 Jul 08, 2024	BUY	$102.13 - $110.88 $477,764 - $518,696	4,678 Added 4.66%	105,088 $11.2 Million
Q1 2024 Apr 05, 2024	SELL	$102.35 - $110.52 $28,760 - $31,056	-281 Reduced 0.28%	100,410 $11.1 Million
Q4 2023 Jan 12, 2024	SELL	$87.61 - $110.11 $191,077 - $240,149	-2,181 Reduced 2.12%	100,691 $10.9 Million
Q3 2023 Oct 13, 2023	SELL	$92.9 - $105.16 $308,613 - $349,341	-3,322 Reduced 3.13%	102,872 $9.7 Million
Q2 2023 Jul 14, 2023	SELL	$91.14 - $99.81 $54,775 - $59,985	-601 Reduced 0.56%	106,194 $10.6 Million
Q1 2023 Apr 06, 2023	SELL	$92.27 - $107.68 $255,680 - $298,381	-2,771 Reduced 2.53%	106,795 $10.3 Million
Q4 2022 Jan 06, 2023	SELL	$89.09 - $102.13 $863,727 - $990,150	-9,695 Reduced 8.13%	109,566 $0
Q2 2022 Jul 01, 2022	SELL	$89.03 - $109.02 $773,225 - $946,838	-8,685 Reduced 6.79%	119,261 $11 Million
Q1 2022 Apr 12, 2022	BUY	$102.32 - $116.69 $197,068 - $224,744	1,926 Added 1.53%	127,946 $13.8 Million
Q4 2021 Jan 31, 2022	SELL	$108.26 - $120.32 $1.61 Million - $1.79 Million	-14,914 Reduced 10.58%	126,020 $14.4 Million
Q3 2021 Oct 28, 2021	BUY	$104.62 - $113.69 $791,136 - $859,723	7,562 Added 5.67%	140,934 $15.4 Million
Q2 2021 Aug 12, 2021	SELL	$106.38 - $116.3 $486,475 - $531,839	-4,573 Reduced 3.32%	133,372 $15.1 Million
Q1 2021 May 12, 2021	BUY	$91.04 - $115.01 $2.95 Million - $3.72 Million	32,350 Added 30.64%	137,945 $15 Million
Q4 2020 Feb 05, 2021	SELL	$71.23 - $92.42 $4.07 Million - $5.29 Million	-57,186 Reduced 35.13%	105,595 $9.7 Million
Q3 2020 Oct 29, 2020	BUY	$65.69 - $75.96 $4.91 Million - $5.68 Million	74,772 Added 84.96%	162,781 $11.4 Million
Q2 2020 Jul 31, 2020	BUY	$50.99 - $75.55 $258,213 - $382,585	5,064 Added 6.11%	88,009 $6.01 Million
Q1 2020 Apr 21, 2020	SELL	$49.11 - $85.52 $1.09 Million - $1.91 Million	-22,296 Reduced 21.19%	82,945 $4.65 Million
Q4 2019 Feb 21, 2020	BUY	$75.05 - $84.14 $514,092 - $576,359	6,850 Added 6.96%	105,241 $8.82 Million
Q3 2019 Nov 06, 2019	SELL	$73.61 - $80.67 $209,052 - $229,102	-2,840 Reduced 2.81%	98,391 $7.66 Million
Q2 2019 Aug 06, 2019	SELL	$73.17 - $81.37 $7.01 Million - $7.79 Million	-95,795 Reduced 48.62%	101,231 $7.92 Million
Q1 2019 Apr 24, 2019	BUY	$68.34 - $81.18 $525,602 - $624,355	7,691 Added 4.06%	197,026 $15.2 Million
Q4 2018 Feb 12, 2019	BUY	$65.14 - $85.94 $12.3 Million - $16.3 Million	189,335 New	189,335 $13.1 Million

Others Institutions Holding IJR

# of Institutions

2,819

Shares Held

548M

Call Options Held

533K

Put Options Held

389K

View Full List

About ISHARES CORE S&P SM CAP ETF

Ticker IJR
Sector ETFs
Industry ETFs

More about IJR

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.

Account

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