Insight Wealth Strategies, LLC Ishares Russell 2000 ETF Transaction History

Insight Wealth Strategies, LLC

$699 Million
Q2 2024

A detailed history of Insight Wealth Strategies, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Insight Wealth Strategies, LLC holds 1,516 shares of IWM stock, worth $321,285. This represents 0.04% of its overall portfolio holdings.

Number of Shares

1,516

Previous 1,502 0.93%

Holding current value

$321,285

Previous $315,000 2.54%

% of portfolio

0.04%

Previous 0.05%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 08, 2024	BUY	$192.84 - $209.44 $2,699 - $2,932	14 Added 0.93%	1,516 $307,000
Q1 2024 Apr 05, 2024	BUY	$189.48 - $210.3 $284,598 - $315,870	1,502 New	1,502 $315,000
Q2 2022 Jul 01, 2022	SELL	$163.9 - $207.91 $438,104 - $555,743	-2,673 Closed	0 $0
Q1 2022 Apr 12, 2022	BUY	$191.52 - $225.32 $511,932 - $602,280	2,673 New	2,673 $549,000
Q4 2021 Jan 31, 2022	SELL	$212.12 - $242.56 $216,786 - $247,896	-1,022 Closed	0 $0
Q3 2021 Oct 28, 2021	BUY	$211.73 - $231.39 $12,703 - $13,883	60 Added 6.24%	1,022 $224,000
Q2 2021 Aug 12, 2021	BUY	$211.85 - $232.89 $203,799 - $224,040	962 New	962 $221,000
Q1 2020 Apr 21, 2020	SELL	$99.9 - $169.53 $136,962 - $232,425	-1,371 Closed	0 $0
Q4 2019 Feb 21, 2020	BUY	$146.46 - $166.68 $200,796 - $228,518	1,371 New	1,371 $227,000

Others Institutions Holding IWM

# of Institutions

2,543

Shares Held

294M

Call Options Held

232M

Put Options Held

363M

View Full List

About ISHARES RUSSELL 2000 ETF

Ticker IWM
Sector ETFs
Industry ETFs

More about IWM

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Insight Wealth Strategies, LLC Ishares Russell 2000 ETF Transaction History