Insight Wealth Strategies, LLC Ishares Core S&P 500 ETF Transaction History

Insight Wealth Strategies, LLC

$740 Million
Q4 2024

A detailed history of Insight Wealth Strategies, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Insight Wealth Strategies, LLC holds 1,709 shares of IVV stock, worth $954,715. This represents 0.14% of its overall portfolio holdings.

Number of Shares

1,709

Previous 1,676 1.97%

Holding current value

$954,715

Previous $966,000 4.14%

% of portfolio

0.14%

Previous 0.13%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 06, 2025	BUY	$570.51 - $610.59 $18,826 - $20,149	33 Added 1.97%	1,709 $1.01 Million
Q3 2024 Oct 07, 2024	SELL	$520.18 - $576.82 $11,964 - $13,266	-23 Reduced 1.35%	1,676 $966,000
Q2 2024 Jul 08, 2024	BUY	$497.53 - $549.64 $112,441 - $124,218	226 Added 15.34%	1,699 $929,000
Q1 2024 Apr 05, 2024	BUY	$469.56 - $525.73 $32,869 - $36,801	70 Added 4.99%	1,473 $774,000
Q4 2023 Jan 12, 2024	BUY	$412.55 - $479.0 $18,977 - $22,034	46 Added 3.39%	1,403 $670,000
Q2 2023 Jul 14, 2023	BUY	$406.17 - $445.71 $812 - $891	2 Added 0.15%	1,357 $604,000
Q1 2023 Apr 06, 2023	BUY	$381.13 - $418.66 $31,252 - $34,330	82 Added 6.44%	1,355 $557,000
Q4 2022 Jan 06, 2023	SELL	$357.98 - $409.32 $8,949 - $10,233	-25 Reduced 1.93%	1,273 $0
Q2 2022 Jul 01, 2022	BUY	$366.99 - $458.8 $132,116 - $165,168	360 Added 38.38%	1,298 $492,000
Q1 2022 Apr 12, 2022	BUY	$418.06 - $479.84 $74,832 - $85,891	179 Added 23.58%	938 $425,000
Q4 2021 Jan 31, 2022	SELL	$430.29 - $479.53 $3.07 Million - $3.42 Million	-7,124 Reduced 90.37%	759 $362,000
Q3 2021 Oct 28, 2021	BUY	$426.8 - $455.27 $1.35 Million - $1.44 Million	3,160 Added 66.91%	7,883 $3.4 Million
Q2 2021 Aug 12, 2021	SELL	$402.08 - $429.92 $1.74 Million - $1.86 Million	-4,320 Reduced 47.77%	4,723 $2.03 Million
Q1 2021 May 12, 2021	BUY	$370.22 - $398.75 $1.86 Million - $2 Million	5,020 Added 124.78%	9,043 $3.6 Million
Q4 2020 Feb 05, 2021	BUY	$327.62 - $375.39 $887,522 - $1.02 Million	2,709 Added 206.16%	4,023 $1.51 Million
Q3 2020 Oct 29, 2020	BUY	$311.81 - $359.24 $94,166 - $108,490	302 Added 29.84%	1,314 $442,000
Q2 2020 Jul 31, 2020	SELL	$246.8 - $324.4 $21,471 - $28,222	-87 Reduced 7.92%	1,012 $313,000
Q1 2020 Apr 21, 2020	SELL	$224.65 - $339.88 $85,367 - $129,154	-380 Reduced 25.69%	1,099 $284,000
Q4 2019 Feb 21, 2020	SELL	$289.63 - $324.32 $263,273 - $294,806	-909 Reduced 38.07%	1,479 $478,000
Q3 2019 Nov 06, 2019	BUY	$285.57 - $303.77 $413,790 - $440,162	1,449 Added 154.31%	2,388 $713,000
Q2 2019 Aug 06, 2019	BUY	$276.38 - $296.02 $259,520 - $277,962	939 New	939 $277,000
Q1 2019 Apr 24, 2019	SELL	$245.43 - $286.57 $319,795 - $373,400	-1,303 Closed	0 $0
Q4 2018 Feb 12, 2019	BUY	$236.09 - $293.95 $307,625 - $383,016	1,303 New	1,303 $328,000

Others Institutions Holding IVV

# of Institutions

3,862

Shares Held

761M

Call Options Held

1.94M

Put Options Held

2.31M

View Full List

About ISHARES CORE S&P 500 ETF

Ticker IVV
Sector ETFs
Industry ETFs

More about IVV

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Insight Wealth Strategies, LLC Ishares Core S&P 500 ETF Transaction History