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

Insight Wealth Strategies, LLC

$749 Million
Q3 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 6,152 shares of IUSG stock, worth $853,836. This represents 0.11% of its overall portfolio holdings.

Number of Shares

6,152

Previous 5,889 4.47%

Holding current value

$853,836

Previous $750,000 8.13%

% of portfolio

0.11%

Previous 0.11%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 07, 2024	BUY	$116.79 - $133.54 $30,715 - $35,121	263 Added 4.47%	6,152 $811,000
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	$78.88 - $88.47 $80,615 - $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

725

Shares Held

113M

Call Options Held

3.9K

Put Options Held

3.1K

View Full List

About ISHARES CORE S&P U.S GROWTH ET

Ticker IUSG
Sector ETFs
Industry ETFs

More about IUSG

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 U.S Growth Et Transaction History