Insight Wealth Strategies, LLC Ishares Core S&P U.S Growth Et Transaction History

Insight Wealth Strategies, LLC

$699 Million
Q2 2024

A detailed history of Insight Wealth Strategies, LLC transactions in Ishares Core S&P U.S Growth Et stock. As of the latest transaction made, Insight Wealth Strategies, LLC holds 5,889 shares of IUSG stock, worth $747,903. This represents 0.11% of its overall portfolio holdings.

Number of Shares

5,889

Previous 5,885 0.07%

Holding current value

$747,903

Previous $689,000 8.85%

% of portfolio

0.11%

Previous 0.1%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 08, 2024	BUY	$109.98 - $128.59 $439 - $514	4 Added 0.07%	5,889 $750,000
Q1 2024 Apr 05, 2024	BUY	$100.95 - $117.92 $403 - $471	4 Added 0.07%	5,885 $689,000
Q4 2023 Jan 12, 2024	BUY	$91.06 - $104.51 $728 - $836	8 Added 0.14%	5,881 $612,000
Q3 2023 Oct 13, 2023	SELL	$94.27 - $100.74 $53,356 - $57,018	-566 Reduced 8.79%	5,873 $556,000
Q2 2023 Jul 14, 2023	BUY	$87.77 - $97.64 $702 - $781	8 Added 0.12%	6,439 $628,000

Q1 2023 Apr 06, 2023	BUY	$79.81 - $88.77 $957 - $1,065	12 Added 0.19%	6,431 $570,000
Q4 2022 Jan 06, 2023	SELL	$79.64 - $88.47 $81,392 - $90,416	-1,022 Reduced 13.73%	6,419 $0
Q2 2022 Jul 01, 2022	SELL	$80.61 - $107.49 $16.5 Million - $22 Million	-204,606 Reduced 96.49%	7,441 $623,000
Q1 2022 Apr 12, 2022	BUY	$94.61 - $116.48 $223,658 - $275,358	2,364 Added 1.13%	212,047 $22.4 Million
Q4 2021 Jan 31, 2022	BUY	$101.4 - $117.16 $584,064 - $674,841	5,760 Added 2.82%	209,683 $24.2 Million
Q3 2021 Oct 28, 2021	SELL	$101.41 - $109.45 $1.19 Million - $1.29 Million	-11,749 Reduced 5.45%	203,923 $20.9 Million
Q2 2021 Aug 12, 2021	SELL	$91.91 - $101.16 $2.64 Million - $2.91 Million	-28,752 Reduced 11.76%	215,672 $21.8 Million
Q1 2021 May 12, 2021	BUY	$85.7 - $93.77 $3.07 Million - $3.35 Million	35,778 Added 17.15%	244,424 $22.2 Million
Q4 2020 Feb 05, 2021	SELL	$77.7 - $88.69 $4 Million - $4.57 Million	-51,506 Reduced 19.8%	208,646 $18.5 Million
Q3 2020 Oct 29, 2020	BUY	$72.62 - $86.26 $3.27 Million - $3.89 Million	45,061 Added 20.95%	260,152 $20.8 Million
Q2 2020 Jul 31, 2020	BUY	$54.68 - $72.85 $953,728 - $1.27 Million	17,442 Added 8.82%	215,091 $15.5 Million
Q1 2020 Apr 21, 2020	BUY	$49.63 - $73.36 $8.49 Million - $12.5 Million	170,966 Added 640.73%	197,649 $11.3 Million
Q4 2019 Feb 21, 2020	BUY	$61.11 - $67.92 $81,031 - $90,061	1,326 Added 5.23%	26,683 $1.81 Million
Q3 2019 Nov 06, 2019	BUY	$60.87 - $64.7 $21,121 - $22,450	347 Added 1.39%	25,357 $1.59 Million
Q2 2019 Aug 06, 2019	BUY	$58.69 - $63.27 $24,943 - $26,889	425 Added 1.73%	25,010 $1.57 Million
Q1 2019 Apr 24, 2019	BUY	$51.25 - $60.61 $449,821 - $531,973	8,777 Added 55.52%	24,585 $1.48 Million
Q4 2018 Feb 12, 2019	BUY	$49.22 - $62.28 $778,069 - $984,522	15,808 New	15,808 $833,000

Others Institutions Holding IUSG

# of Institutions

676

Shares Held

107M

Call Options Held

Put Options Held

100

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About ISHARES CORE S&P U.S GROWTH ET

Ticker IUSG
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Insight Wealth Strategies, LLC Ishares Core S&P U.S Growth Et Transaction History