Insight Wealth Strategies, LLC Ishares Core S&P Total U.S. St Transaction History

Insight Wealth Strategies, LLC

$749 Million
Q3 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Jan 31, 2022	SELL	$98.24 - $107.61 $698,093 - $764,676	-7,106 Closed	0 $0
Q3 2021 Oct 28, 2021	SELL	$97.33 - $103.96 $72,510 - $77,450	-745 Reduced 9.49%	7,106 $699,000
Q2 2021 Aug 12, 2021	SELL	$92.76 - $98.86 $121,051 - $129,012	-1,305 Reduced 14.25%	7,851 $775,000
Q1 2021 May 12, 2021	SELL	$85.12 - $92.58 $368,995 - $401,334	-4,335 Reduced 32.13%	9,156 $839,000
Q4 2020 Feb 05, 2021	SELL	$74.05 - $86.22 $11,107 - $12,933	-150 Reduced 1.1%	13,491 $1.16 Million
Q3 2020 Oct 29, 2020	BUY	$69.81 - $80.47 $4,048 - $4,667	58 Added 0.43%	13,641 $1.03 Million
Q2 2020 Jul 31, 2020	SELL	$54.49 - $72.8 $14,548 - $19,437	-267 Reduced 1.93%	13,583 $943,000
Q1 2020 Apr 21, 2020	BUY	$49.67 - $76.42 $116,674 - $179,510	2,349 Added 20.42%	13,850 $792,000
Q4 2019 Feb 21, 2020	BUY	$65.12 - $72.96 $254,228 - $284,835	3,904 Added 51.39%	11,501 $836,000
Q3 2019 Nov 06, 2019	BUY	$64.37 - $68.57 $160,989 - $171,493	2,501 Added 49.08%	7,597 $510,000
Q2 2019 Aug 06, 2019	BUY	$62.47 - $67.06 $318,347 - $341,737	5,096 New	5,096 $340,000

Others Institutions Holding ITOT

# of Institutions

1,379

Shares Held

303M

Call Options Held

58.9K

Put Options Held

20K

About ISHARES CORE S&P TOTAL U.S. ST

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