Insight Inv LLC Purchases in Q4 2024

Insight Inv LLC

  • $143 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
RDVY
First Trust Rising Dividend Ac

ETFs
59.7K
New
$58.65 - $64.37 $3.5M - $3.85M
59.7K $3.53M
IWF
Ishares Russell 1000 Gr ETF

ETFs
5.33K
+ 1713.5%
$370.24 - $418.94 $1.97M - $2.23M
5.64K $2.26M
IWD
Ishares Russell 1000 Val ETF

ETFs
9.83K
New
$183.23 - $199.79 $1.8M - $1.96M
9.83K $1.82M
MRVL
Marvell Technology, Inc.

Technology
45
+ 0.12%
$70.31 - $124.78 $3.16K - $5.62K
36.4K $4.02M
AAPL
Apple Inc.

Technology
2.12K
+ 7.3%
$221.69 - $259.02 $470K - $549K
31.1K $7.79M
AMZN
Amazon Com Inc

Consumer Cyclical
1.74K
+ 10.36%
$180.88 - $232.93 $315K - $405K
18.5K $4.07M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
21.5K
New
$35.45 - $40.33 $761K - $866K
21.5K $769K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
9.68K
New
$61.68 - $67.87 $597K - $657K
9.68K $603K
BMY
Bristol Myers Squibb CO

Healthcare
8.66K
+ 39.03%
$51.92 - $59.94 $450K - $519K
30.9K $1.75M
GOOGL
Alphabet Inc.

Communication Services
980
+ 5.87%
$161.86 - $196.66 $159K - $193K
17.7K $3.35M
JPM
Jpmorgan Chase & CO

Financial Services
631
+ 4.77%
$205.18 - $250.29 $129K - $158K
13.9K $3.33M
MS
Morgan Stanley

Financial Services
1.25K
+ 7.32%
$104.42 - $134.99 $130K - $168K
18.3K $2.3M
V
Visa Inc.

Financial Services
1.59K
New
$273.87 - $320.91 $436K - $511K
1.59K $503K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
3.85K
New
$121.89 - $135.52 $469K - $522K
3.85K $480K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
6.52K
+ 27.38%
$77.86 - $79.27 $507K - $517K
30.3K $2.37M
QAI
Iq Hedge Multi Strategy Compos

ETFs
15.1K
New
$31.38 - $32.72 $472K - $493K
15.1K $472K
FSMB
First Tr Et Fd Iii Short Durat

ETFs
24K
+ 34.42%
$19.8 - $20.06 $475K - $481K
93.6K $1.86M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
809
+ 210.13%
$521.84 - $558.82 $422K - $452K
1.19K $643K
DIS
Walt Disney CO

Communication Services
1.49K
+ 8.64%
$92.39 - $117.6 $138K - $175K
18.8K $2.09M
VTV
Vanguard Value ETF

ETFs
2.48K
+ 127.51%
$168.32 - $181.87 $417K - $451K
4.43K $749K
WMT
Walmart Inc.

Consumer Defensive
540
+ 1.6%
$79.1 - $95.7 $42.7K - $51.7K
34.3K $3.1M
C
Citigroup Inc

Financial Services
2.21K
+ 8.88%
$61.31 - $72.5 $136K - $160K
27.1K $1.91M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
16.5K
New
$20.98 - $21.19 $346K - $349K
16.5K $347K
EMR
Emerson Electric CO

Industrials
850
+ 5.44%
$108.13 - $134.33 $91.9K - $114K
16.5K $2.04M
TMO
Thermo Fisher Scientific Inc.

Healthcare
638
New
$501.29 - $612.85 $320K - $391K
638 $331K
MSFT
Microsoft Corp

Technology
968
+ 10.13%
$406.35 - $454.46 $393K - $440K
10.5K $4.44M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
2.78K
+ 3026.09%
$113.92 - $127.38 $317K - $355K
2.88K $331K
IJS
Ishares S&P Smallcap 600 Value

ETFs
2.93K
+ 669.63%
$104.59 - $118.05 $307K - $346K
3.37K $366K
AXP
American Express CO

Financial Services
36
+ 0.3%
$267.35 - $305.57 $9.62K - $11K
12K $3.57M
NVDA
Nvidia Corp

Technology
2.34K
New
$117.0 - $148.88 $274K - $349K
2.34K $314K
CSCO
Cisco Systems, Inc.

Technology
1.27K
+ 3.28%
$52.45 - $60.02 $66.7K - $76.3K
40K $2.37M
PG
Procter & Gamble CO

Consumer Defensive
2.09K
+ 21.46%
$161.05 - $179.7 $337K - $376K
11.8K $1.99M
FICO
Fair Isaac Corp

Technology
138
New
$1911.01 - $2382.4 $264K - $329K
138 $274K
PFE
Pfizer Inc

Healthcare
9.34K
New
$24.8 - $30.19 $232K - $282K
9.34K $247K
IJK
Ishares S&P Midcap 400 Growth

ETFs
2.6K
+ 336.27%
$90.66 - $99.46 $235K - $258K
3.37K $306K
ADBE
Adobe Inc.

Technology
529
New
$437.39 - $552.96 $231K - $293K
529 $235K
T
At&T Inc.

Communication Services
8.4K
+ 16.36%
$21.22 - $23.88 $178K - $201K
59.8K $1.36M
IBM
International Business Machines Corp

Technology
1.11K
+ 7.86%
$204.9 - $238.04 $227K - $264K
15.2K $3.34M
LMT
Lockheed Martin Corp

Industrials
465
New
$479.66 - $614.62 $223K - $286K
465 $225K
DVY
Ishares Tr

ETFs
1.66K
New
$129.55 - $143.41 $215K - $238K
1.66K $218K
GHC
Graham Holdings CO

Consumer Defensive
95
+ 3.61%
$771.16 - $960.36 $73.3K - $91.2K
2.72K $2.38M
AON
Aon PLC

Financial Services
597
New
$344.14 - $393.31 $205K - $235K
597 $214K
GOOG
Alphabet Inc.

Communication Services
879
+ 46.76%
$163.08 - $198.16 $143K - $174K
2.76K $525K
PRF
Invesco Exchange Traded Fd Tr

ETFs
5.21K
New
$40.15 - $42.9 $209K - $223K
5.21K $209K
CVX
Chevron Corp

Energy
1.69K
+ 10.23%
$141.15 - $162.53 $239K - $275K
18.3K $2.64M
XOM
Exxon Mobil Corp

Energy
3.75K
+ 18.24%
$105.51 - $125.37 $396K - $471K
24.3K $2.62M
PANW
Palo Alto Networks Inc

Technology
1.13K
New
$181.96 - $405.9 $205K - $457K
1.13K $204K
FIVG
ETF Ser Solutions Defiance Nex

ETFs
4.85K
New
N/A
4.85K $196K
FUMB
First Tr ETF Iii Enhanced Shor

ETFs
9.48K
+ 50.4%
$20.05 - $20.15 $190K - $191K
28.3K $568K
Activity Summary
Buys All Purchases 100 New Holdings 37 Increased Positions 63 Sells All Sells 11 Reductions 11 Sold out 0 Options Calls 0 Puts 0
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