Insight Wealth Partners, LLC Ishares Tr Transaction History

Insight Wealth Partners, LLC

$723 Million
Q4 2024

A detailed history of Insight Wealth Partners, LLC transactions in Ishares Tr stock. As of the latest transaction made, Insight Wealth Partners, LLC holds 36,370 shares of EMB stock, worth $3.32 Million. This represents 0.45% of its overall portfolio holdings.

Number of Shares

36,370

Previous 33,805 7.59%

Holding current value

$3.32 Million

Previous $3.16 Million 2.37%

% of portfolio

0.45%

Previous 0.64%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$88.94 - $93.46 $228,131 - $239,724	2,565 Added 7.59%	36,370 $3.24 Million
Q3 2024 Nov 13, 2024	BUY	$87.75 - $93.74 $97,051 - $103,676	1,106 Added 3.38%	33,805 $3.16 Million
Q2 2024 Jul 18, 2024	SELL	$86.66 - $89.88 $115,517 - $119,810	-1,333 Reduced 3.92%	32,699 $2.89 Million
Q1 2024 May 10, 2024	BUY	$86.49 - $90.08 $165,368 - $172,232	1,912 Added 5.95%	34,032 $3.05 Million
Q4 2023 Feb 13, 2024	SELL	$79.71 - $89.68 $100,115 - $112,638	-1,256 Reduced 3.76%	32,120 $2.86 Million
Q3 2023 Oct 30, 2023	SELL	$82.42 - $87.68 $5,192 - $5,523	-63 Reduced 0.19%	33,376 $2.75 Million
Q2 2023 Aug 11, 2023	SELL	$83.9 - $86.54 $719,694 - $742,340	-8,578 Reduced 20.42%	33,439 $2.89 Million
Q1 2023 May 12, 2023	SELL	$83.99 - $89.55 $65,680 - $70,028	-782 Reduced 1.83%	42,017 $3.63 Million
Q4 2022 Jan 31, 2023	BUY	$77.09 - $87.8 $216,237 - $246,279	2,805 Added 7.01%	42,799 $3.62 Million
Q3 2022 Dec 01, 2022	SELL	$78.71 - $90.17 $1.09 Million - $1.25 Million	-13,838 Reduced 25.71%	39,994 $3.18 Million
Q2 2022 Jul 13, 2022	SELL	$84.66 - $98.11 $14,307 - $16,580	-169 Reduced 0.31%	53,832 $4.59 Million
Q1 2022 May 02, 2022	BUY	$93.87 - $107.98 $648,078 - $745,493	6,904 Added 14.66%	54,001 $5.28 Million
Q4 2021 Feb 04, 2022	BUY	$106.57 - $110.92 $906,590 - $943,596	8,507 Added 22.04%	47,097 $5.14 Million
Q3 2021 Nov 05, 2021	BUY	$109.98 - $113.55 $48,281 - $49,848	439 Added 1.15%	38,590 $4.25 Million
Q2 2021 Jul 14, 2021	BUY	$109.25 - $112.9 $37,363 - $38,611	342 Added 0.9%	38,151 $4.29 Million
Q1 2021 Apr 20, 2021	BUY	$106.72 - $115.35 $1.58 Million - $1.71 Million	14,809 Added 64.39%	37,809 $4.12 Million
Q4 2020 Jan 19, 2021	SELL	$109.8 - $115.91 $923,747 - $975,150	-8,413 Reduced 26.78%	23,000 $2.67 Million
Q3 2020 Oct 16, 2020	BUY	$109.14 - $114.48 $302,426 - $317,224	2,771 Added 9.67%	31,413 $3.48 Million
Q2 2020 Jul 20, 2020	BUY	$93.85 - $109.23 $160,577 - $186,892	1,711 Added 6.35%	28,642 $3.13 Million
Q1 2020 May 07, 2020	SELL	$85.8 - $117.01 $397,168 - $541,639	-4,629 Reduced 14.67%	26,931 $2.6 Million
Q4 2019 Mar 16, 2020	BUY	$111.26 - $114.74 $3.51 Million - $3.62 Million	31,560 New	31,560 $3.62 Million

Others Institutions Holding EMB

# of Institutions

966

Shares Held

135M

Call Options Held

4.61M

Put Options Held

10.6M

View Full List

About ISHARES TR

Ticker EMB
Sector ETFs
Industry ETFs

More about EMB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Insight Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Insight Wealth Partners, LLC with notifications on news.

Account

Insight Wealth Partners, LLC Ishares Tr Transaction History