Insight Wealth Strategies, LLC Ishares Tr Transaction History

Insight Wealth Strategies, LLC

$725 Million
Q1 2025

A detailed history of Insight Wealth Strategies, LLC transactions in Ishares Tr stock. As of the latest transaction made, Insight Wealth Strategies, LLC holds 42,464 shares of MBB stock, worth $3.98 Million. This represents 0.55% of its overall portfolio holdings.

Number of Shares

42,464

Previous 293,125 85.51%

Holding current value

$3.98 Million

Previous $26.9 Million 85.2%

% of portfolio

0.55%

Previous 3.63%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 03, 2025	SELL	$90.37 - $94.08 $22.7 Million - $23.6 Million	-250,661 Reduced 85.51%	42,464 $3.98 Million
Q4 2024 Jan 06, 2025	BUY	$91.26 - $95.82 $2.14 Million - $2.24 Million	23,419 Added 8.68%	293,125 $26.9 Million
Q3 2024 Oct 07, 2024	BUY	$90.85 - $96.66 $20.8 Million - $22.2 Million	229,171 Added 565.37%	269,706 $25.8 Million
Q2 2024 Jul 08, 2024	BUY	$89.41 - $92.64 $325,810 - $337,580	3,644 Added 9.88%	40,535 $3.72 Million
Q1 2024 Apr 05, 2024	BUY	$91.2 - $93.98 $179,025 - $184,482	1,963 Added 5.62%	36,891 $3.41 Million
Q4 2023 Jan 12, 2024	BUY	$85.82 - $94.55 $290,329 - $319,862	3,383 Added 10.72%	34,928 $3.29 Million
Q3 2023 Oct 13, 2023	SELL	$88.51 - $93.81 $16.3 Million - $17.2 Million	-183,789 Reduced 85.35%	31,545 $2.8 Million
Q2 2023 Jul 14, 2023	SELL	$92.54 - $95.74 $46,270 - $47,870	-500 Reduced 0.23%	215,334 $20.1 Million
Q1 2023 Apr 06, 2023	SELL	$91.7 - $96.45 $753,223 - $792,240	-8,214 Reduced 3.67%	215,834 $20.4 Million
Q4 2022 Jan 06, 2023	BUY	$88.67 - $95.44 $128,128 - $137,910	1,445 Added 0.65%	224,048 $0
Q2 2022 Jul 01, 2022	BUY	$94.4 - $101.46 $319,732 - $343,645	3,387 Added 1.55%	222,603 $21.7 Million
Q1 2022 Apr 12, 2022	BUY	$100.79 - $107.06 $654,026 - $694,712	6,489 Added 3.05%	219,216 $22.3 Million
Q4 2021 Jan 31, 2022	SELL	$107.03 - $108.32 $608,786 - $616,124	-5,688 Reduced 2.6%	212,727 $22.9 Million
Q3 2021 Oct 28, 2021	BUY	$107.99 - $108.77 $848,909 - $855,040	7,861 Added 3.73%	218,415 $23.6 Million
Q2 2021 Aug 12, 2021	SELL	$107.91 - $108.86 $1.25 Million - $1.26 Million	-11,566 Reduced 5.21%	210,554 $22.8 Million
Q1 2021 May 12, 2021	SELL	$108.32 - $110.29 $509,645 - $518,914	-4,705 Reduced 2.07%	222,120 $24.1 Million
Q4 2020 Feb 05, 2021	BUY	$109.9 - $110.3 $1.45 Million - $1.45 Million	13,149 Added 6.15%	226,825 $25 Million
Q3 2020 Oct 29, 2020	SELL	$110.22 - $110.82 $2.83 Million - $2.85 Million	-25,708 Reduced 10.74%	213,676 $23.6 Million
Q2 2020 Jul 31, 2020	SELL	$109.82 - $111.24 $537,678 - $544,631	-4,896 Reduced 2.0%	239,384 $26.5 Million
Q1 2020 Apr 21, 2020	SELL	$105.3 - $110.44 $391,294 - $410,395	-3,716 Reduced 1.5%	244,280 $27 Million
Q4 2019 Feb 21, 2020	BUY	$107.72 - $108.39 $874,901 - $880,343	8,122 Added 3.39%	247,996 $26.8 Million
Q3 2019 Nov 06, 2019	BUY	$107.22 - $108.5 $2.09 Million - $2.11 Million	19,493 Added 8.85%	239,874 $26 Million
Q2 2019 Aug 06, 2019	BUY	$105.63 - $107.66 $2.55 Million - $2.6 Million	24,188 Added 12.33%	220,381 $23.7 Million
Q1 2019 Apr 24, 2019	BUY	$104.56 - $106.49 $18.9 Million - $19.2 Million	180,377 Added 1140.47%	196,193 $20.9 Million
Q4 2018 Feb 12, 2019	BUY	$101.79 - $104.65 $1.61 Million - $1.66 Million	15,816 New	15,816 $1.66 Million

Others Institutions Holding MBB

# of Institutions

1,005

Shares Held

362M

Call Options Held

180K

Put Options Held

30.3K

View Full List

About ISHARES TR

Ticker MBB
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Insight Wealth Strategies, LLC Ishares Tr Transaction History