Insight Wealth Strategies, LLC Closed Holding Positions

Insight Wealth Strategies, LLC

  • $749 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
STIP
Ishares Barclays 0 5 Year Tips

ETFs
Q1 2021 Filed on May 12, 2021
2,033
$104.53 - $105.92 $213K - $215K
BYLD
Ishares Tr Yield Optimized Bd
Q1 2021 Filed on May 12, 2021
7,902
N/A
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
Q1 2021 Filed on May 12, 2021
2,624
$129.89 - $133.02 $341K - $349K
Mimecast LTD
Q1 2021 Filed on May 12, 2021
33,364
N/A
NEAR
Blackrock Short Maturity Bond

ETFs
Q1 2021 Filed on May 12, 2021
10,486
$50.15 - $50.25 $526K - $527K
TYL
Tyler Technologies Inc

Technology
Q1 2021 Filed on May 12, 2021
470
$379.56 - $477.05 $178K - $224K
PAYC
Paycom Software, Inc.

Technology
Q1 2021 Filed on May 12, 2021
3,637
$348.69 - $441.13 $1.27M - $1.6M
RDIV
Invesco Exchange Traded Fd Tr

ETFs
Q1 2021 Filed on May 12, 2021
5,926
$33.39 - $41.24 $198K - $244K
DWMF
Wisdomtree Tr Intl Multifactor

Industrials
Q1 2021 Filed on May 12, 2021
13,312
$24.3 - $25.66 $323K - $342K
FIBR
Ishares U.S. Fixed Income Bala

ETFs
Q1 2021 Filed on May 12, 2021
3,310
$99.48 - $102.61 $329K - $340K
HEFA
Ishares Currency Hedged Msci E

ETFs
Q1 2021 Filed on May 12, 2021
8,560
$30.49 - $33.1 $261K - $283K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
Q1 2021 Filed on May 12, 2021
5,391
$45.28 - $45.81 $244K - $247K
ATVI
Activision Blizzard, Inc.

Communication Services
Q1 2021 Filed on May 12, 2021
2,284
$88.0 - $103.81 $201K - $237K
EW
Edwards Lifesciences Corp

Healthcare
Q1 2021 Filed on May 12, 2021
2,315
$78.68 - $90.67 $182K - $210K
TDIV
First Trust Nasdaq Technology

ETFs
Q1 2021 Filed on May 12, 2021
4,403
$48.88 - $54.24 $215K - $239K
IGOV
Ishares 1 3 International Trea

ETFs
Q1 2021 Filed on May 12, 2021
61,725
$51.93 - $55.91 $3.21M - $3.45M
SHYD
Vaneck Short High Yield Muni E

ETFs
Q4 2020 Filed on Feb 05, 2021
9,628
$24.05 - $24.99 $232K - $241K
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
Q4 2020 Filed on Feb 05, 2021
8,102
$57.33 - $58.77 $464K - $476K
USMF
Wisdomtree Tr Us Multifactor F

ETFs
Q4 2020 Filed on Feb 05, 2021
7,074
$30.65 - $35.22 $217K - $249K
DFE
Wisdomtree Tr Europe Smallcap

ETFs
Q4 2020 Filed on Feb 05, 2021
4,343
$50.23 - $64.84 $218K - $282K
IDV
Ishares Tr

ETFs
Q4 2020 Filed on Feb 05, 2021
19,757
$24.08 - $29.73 $476K - $587K
FUTY
Fidelity Covington Tr Msci Uti

ETFs
Q4 2020 Filed on Feb 05, 2021
8,092
$38.33 - $42.89 $310K - $347K
AGZ
Ishares Agency Bond ETF

ETFs
Q3 2020 Filed on Oct 29, 2020
18,313
$120.69 - $121.83 $2.21M - $2.23M
XLU
Utilities Sector Spdr

ETFs
Q3 2020 Filed on Oct 29, 2020
5,674
$56.7 - $61.49 $322K - $349K
Iac Interactivecorp
Q3 2020 Filed on Oct 29, 2020
1,564
N/A
BURL
Burlington Stores, Inc.

Consumer Cyclical
Q3 2020 Filed on Oct 29, 2020
5,117
$171.21 - $217.14 $876K - $1.11M
RDS-A
Shell PLC

Energy
Q2 2020 Filed on Jul 31, 2020
7,123
$28.36 - $36.98 $202K - $263K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
Q2 2020 Filed on Jul 31, 2020
6,363
$39.01 - $57.03 $248K - $363K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
Q2 2020 Filed on Jul 31, 2020
12,651
$27.38 - $34.3 $346K - $434K
VCEL
Vericel Corp

Healthcare
Q2 2020 Filed on Jul 31, 2020
10,014
$8.5 - $15.82 $85.1K - $158K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
Q2 2020 Filed on Jul 31, 2020
5,447
$54.46 - $55.71 $297K - $303K
GPN
Global Payments Inc

Industrials
Q2 2020 Filed on Jul 31, 2020
4,363
$126.3 - $189.78 $551K - $828K
CMF
Ishares California Muni Bond E

ETFs
Q2 2020 Filed on Jul 31, 2020
3,723
$58.99 - $62.38 $220K - $232K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
Q2 2020 Filed on Jul 31, 2020
10,587
$30.0 - $30.86 $318K - $327K
ABT
Abbott Laboratories

Healthcare
Q1 2020 Filed on Apr 21, 2020
29,997
$62.82 - $91.86 $1.88M - $2.76M
CACG
Legg Mason ETF Invt Tr Clearbr

ETFs
Q1 2020 Filed on Apr 21, 2020
27,941
N/A
LAMR
Lamar Advertising CO

Real Estate
Q1 2020 Filed on Apr 21, 2020
5,276
$32.33 - $96.19 $171K - $507K
EEMV
Ishares Msci Emerging Markets

ETFs
Q1 2020 Filed on Apr 21, 2020
4,448
$42.59 - $59.58 $189K - $265K
NVTA
Invitae Corp

Healthcare
Q1 2020 Filed on Apr 21, 2020
13,855
$7.64 - $27.5 $106K - $381K
AVLR
Avalara, Inc.

Technology
Q1 2020 Filed on Apr 21, 2020
7,660
$57.89 - $92.77 $443K - $711K
ARCC
Ares Capital Corp

Financial Services
Q1 2020 Filed on Apr 21, 2020
24,434
$8.08 - $19.23 $197K - $470K
TLND
Talend S.A.

Technology
Q1 2020 Filed on Apr 21, 2020
8,812
N/A
PLNT
Planet Fitness, Inc.

Consumer Cyclical
Q1 2020 Filed on Apr 21, 2020
5,902
$27.54 - $88.04 $163K - $520K
GBIL
Goldman Sachs Access Treasury

ETFs
Q1 2020 Filed on Apr 21, 2020
6,919
$100.17 - $100.81 $693K - $698K
FTCS
First Trust Capital Strength E

ETFs
Q1 2020 Filed on Apr 21, 2020
122,260
$43.11 - $63.33 $5.27M - $7.74M
Wellcare Health Plans Inc
Q1 2020 Filed on Apr 21, 2020
6,349
N/A
PSP
Invesco Exchange Traded Fd Tr

ETFs
Q1 2020 Filed on Apr 21, 2020
29,155
$6.77 - $13.14 $197K - $383K
RPG
Invesco Exchange Traded Fd Tr

ETFs
Q1 2020 Filed on Apr 21, 2020
1,630
$17.21 - $27.22 $28.1K - $44.4K
Liberty Ppty Tr
Q1 2020 Filed on Apr 21, 2020
7,584
N/A
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