Insight Wealth Strategies, LLC Ishares Russell 1000 Gr ETF Transaction History

Insight Wealth Strategies, LLC

  • $740 Million
  • Q2 2025

A detailed history of Insight Wealth Strategies, LLC transactions in Ishares Russell 1000 Gr ETF stock. As of the latest transaction made, Insight Wealth Strategies, LLC holds 2,038 shares of IWF stock, worth $937,765. This represents 0.12% of its overall portfolio holdings.

Number of Shares
2,038
Previous 2,038 -0.0%
Holding current value
$937,765
Previous $734,000 17.03%
% of portfolio
0.12%
Previous 0.1%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 03, 2025
BUY
$360.07 - $417.26 $360 - $417
1 Added 0.05%
2,038 $734,000
Q4 2024

Jan 06, 2025
SELL
$370.24 - $418.94 $14,069 - $15,919
-38 Reduced 1.83%
2,037 $818,000
Q3 2024

Oct 07, 2024
SELL
$332.02 - $382.76 $271,592 - $313,097
-818 Reduced 28.28%
2,075 $778,000
Q2 2024

Jul 08, 2024
BUY
$316.15 - $367.33 $99,903 - $116,076
316 Added 12.26%
2,893 $1.05 Million
Q1 2024

Apr 05, 2024
BUY
$294.43 - $339.01 $337,416 - $388,505
1,146 Added 80.08%
2,577 $868,000
Q4 2023

Jan 12, 2024
BUY
$256.94 - $304.21 $53,957 - $63,884
210 Added 17.2%
1,431 $433,000
Q2 2023

Jul 14, 2023
BUY
$239.31 - $275.18 $239 - $275
1 Added 0.08%
1,221 $335,000
Q4 2022

Jan 06, 2023
BUY
$207.03 - $232.89 $414 - $465
2 Added 0.16%
1,220 $0
Q1 2022

Apr 12, 2022
SELL
$246.62 - $307.78 $7,645 - $9,541
-31 Reduced 2.48%
1,218 $338,000
Q4 2021

Jan 31, 2022
SELL
$270.99 - $309.52 $5,419 - $6,190
-20 Reduced 1.58%
1,249 $382,000
Q3 2021

Oct 28, 2021
BUY
$272.07 - $292.68 $272 - $292
1 Added 0.08%
1,269 $348,000
Q2 2021

Aug 12, 2021
SELL
$244.58 - $272.16 $26,659 - $29,665
-109 Reduced 7.92%
1,268 $344,000
Q1 2021

May 12, 2021
SELL
$230.04 - $254.69 $66,251 - $73,350
-288 Reduced 17.3%
1,377 $335,000
Q4 2020

Feb 05, 2021
BUY
$209.58 - $241.25 $209 - $241
1 Added 0.06%
1,665 $402,000
Q3 2020

Oct 29, 2020
BUY
$194.64 - $233.83 $194 - $233
1 Added 0.06%
1,664 $361,000
Q2 2020

Jul 31, 2020
SELL
$144.16 - $193.61 $36,184 - $48,596
-251 Reduced 13.11%
1,663 $319,000
Q1 2020

Apr 21, 2020
SELL
$131.63 - $192.29 $13,031 - $19,036
-99 Reduced 4.92%
1,914 $288,000
Q4 2019

Feb 21, 2020
BUY
$155.29 - $176.84 $465 - $530
3 Added 0.15%
2,013 $354,000
Q3 2019

Nov 06, 2019
BUY
$158.47 - $162.55 $111,562 - $114,435
704 Added 53.91%
2,010 $321,000
Q2 2019

Aug 06, 2019
SELL
N/A
-708 Reduced 35.15%
1,306 $205,000
Q1 2019

Apr 24, 2019
BUY
N/A
2,014 New
2,014 $305,000

Others Institutions Holding IWF

# of Institutions
2,547
Shares Held
225M
Call Options Held
483K
Put Options Held
122K
View Full List

About ISHARES RUSSELL 1000 GR ETF

IWF Quotes by TradingView
  • Ticker IWF
  • Sector ETFs
  • Industry ETFs
More about IWF
Track This Portfolio

Track Insight Wealth Strategies, LLC Portfolio

Follow Insight Wealth Strategies, LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email