Insight Wealth Strategies, LLC Invesco S&P Smallcap Value Wit Transaction History

Insight Wealth Strategies, LLC

$740 Million
Q2 2025

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 06, 2025	BUY	$53.38 - $60.64 $111,937 - $127,162	2,097 Added 2.1%	102,080 $5.56 Million
Q3 2024 Oct 07, 2024	SELL	$51.3 - $59.04 $8,721 - $10,036	-170 Reduced 0.17%	99,983 $5.5 Million
Q2 2024 Jul 08, 2024	BUY	$51.57 - $56.54 $124,438 - $136,431	2,413 Added 2.47%	100,153 $5.25 Million
Q1 2024 Apr 05, 2024	SELL	$50.53 - $56.94 $35,522 - $40,028	-703 Reduced 0.71%	97,740 $5.57 Million
Q4 2023 Jan 12, 2024	SELL	$45.09 - $55.21 $199,342 - $244,083	-4,421 Reduced 4.3%	98,443 $5.33 Million
Q3 2023 Oct 13, 2023	SELL	$45.54 - $50.67 $111,117 - $123,634	-2,440 Reduced 2.32%	102,864 $4.95 Million
Q2 2023 Jul 14, 2023	BUY	$42.07 - $47.06 $1,051 - $1,176	25 Added 0.02%	105,304 $4.89 Million
Q1 2023 Apr 06, 2023	SELL	$43.13 - $52.31 $111,663 - $135,430	-2,589 Reduced 2.4%	105,279 $4.79 Million
Q4 2022 Jan 06, 2023	SELL	$42.21 - $50.23 $191,253 - $227,592	-4,531 Reduced 4.03%	107,868 $0
Q2 2022 Jul 01, 2022	SELL	$44.09 - $54.47 $9,082 - $11,220	-206 Reduced 0.18%	112,399 $4.99 Million
Q1 2022 Apr 12, 2022	BUY	$50.74 - $55.63 $5.71 Million - $6.26 Million	112,605 New	112,605 $6.07 Million

Others Institutions Holding XSVM

# of Institutions

137

Shares Held

7M

Call Options Held

0

Put Options Held

0

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