Insight Wealth Strategies, LLC Ishares Tr Transaction History

Insight Wealth Strategies, LLC

$749 Million
Q3 2024

A detailed history of Insight Wealth Strategies, LLC transactions in Ishares Tr stock. As of the latest transaction made, Insight Wealth Strategies, LLC holds 3,326 shares of DVY stock, worth $440,728. This represents 0.06% of its overall portfolio holdings.

Number of Shares

3,326

Previous 3,301 0.76%

Holding current value

$440,728

Previous $399,000 12.53%

% of portfolio

0.06%

Previous 0.06%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 07, 2024	BUY	$119.99 - $135.74 $2,999 - $3,393	25 Added 0.76%	3,326 $449,000
Q2 2024 Jul 08, 2024	SELL	$115.73 - $125.75 $6,249 - $6,790	-54 Reduced 1.61%	3,301 $399,000
Q1 2024 Apr 05, 2024	BUY	$113.31 - $123.18 $1,246 - $1,354	11 Added 0.33%	3,355 $413,000
Q4 2023 Jan 12, 2024	BUY	$102.97 - $119.06 $3,398 - $3,928	33 Added 1.0%	3,344 $391,000
Q3 2023 Oct 13, 2023	SELL	$107.44 - $118.16 $2,256 - $2,481	-21 Reduced 0.63%	3,311 $356,000
Q2 2023 Jul 14, 2023	SELL	$108.5 - $119.27 $26,365 - $28,982	-243 Reduced 6.8%	3,332 $377,000
Q1 2023 Apr 06, 2023	SELL	$110.68 - $126.38 $5,644 - $6,445	-51 Reduced 1.41%	3,575 $418,000
Q4 2022 Jan 06, 2023	BUY	$107.39 - $125.5 $1,503 - $1,757	14 Added 0.39%	3,626 $0
Q2 2022 Jul 01, 2022	SELL	$113.21 - $132.14 $18,340 - $21,406	-162 Reduced 4.29%	3,612 $425,000
Q1 2022 Apr 12, 2022	SELL	$119.99 - $129.75 $7,799 - $8,433	-65 Reduced 1.69%	3,774 $484,000
Q4 2021 Jan 31, 2022	SELL	$114.37 - $122.59 $962,881 - $1.03 Million	-8,419 Reduced 68.68%	3,839 $471,000
Q3 2021 Oct 28, 2021	BUY	$112.53 - $119.9 $5,288 - $5,635	47 Added 0.38%	12,258 $1.41 Million
Q2 2021 Aug 12, 2021	BUY	$114.14 - $123.06 $735,860 - $793,367	6,447 Added 111.85%	12,211 $1.42 Million
Q1 2021 May 12, 2021	SELL	$94.76 - $115.39 $8,812 - $10,731	-93 Reduced 1.59%	5,764 $658,000
Q4 2020 Feb 05, 2021	SELL	$81.33 - $97.54 $61,241 - $73,447	-753 Reduced 11.39%	5,857 $563,000
Q3 2020 Oct 29, 2020	SELL	$77.43 - $86.72 $89,896 - $100,681	-1,161 Reduced 14.94%	6,610 $539,000
Q2 2020 Jul 31, 2020	SELL	$69.37 - $91.69 $190,767 - $252,147	-2,750 Reduced 26.14%	7,771 $627,000
Q1 2020 Apr 21, 2020	SELL	$62.67 - $107.3 $8.84 Million - $15.1 Million	-141,050 Reduced 93.06%	10,521 $774,000
Q4 2019 Feb 21, 2020	BUY	$98.25 - $105.76 $42,640 - $45,899	434 Added 0.29%	151,571 $16 Million
Q3 2019 Nov 06, 2019	BUY	$100.87 - $103.22 $1.28 Million - $1.31 Million	12,651 Added 9.14%	151,137 $15.4 Million
Q2 2019 Aug 06, 2019	BUY	N/A	17,864 Added 14.81%	138,486 $13.8 Million
Q1 2019 Apr 24, 2019	BUY	N/A	5,753 Added 5.01%	120,622 $11.8 Million
Q4 2018 Feb 12, 2019	BUY	N/A	114,869 New	114,869 $10.3 Million

Others Institutions Holding DVY

# of Institutions

1,360

Shares Held

70.5M

Call Options Held

1.1M

Put Options Held

383K

View Full List

About ISHARES TR

Ticker DVY
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Insight Wealth Strategies, LLC Ishares Tr Transaction History