Insight Wealth Strategies, LLC Ishares Core S&P 500 ETF Transaction History

Insight Wealth Strategies, LLC

$790 Million
Q4 2025

A detailed history of Insight Wealth Strategies, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Insight Wealth Strategies, LLC holds 1,734 shares of IVV stock, worth $1.17 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares

1,734

Previous 1,654 4.84%

Holding current value

$1.17 Million

Previous $1.11 Million 5.69%

% of portfolio

0.15%

Previous 0.14%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 02, 2026	BUY	$656.2 - $690.71 $52,496 - $55,256	80 Added 4.84%	1,734 $1.17 Million
Q3 2025 Oct 06, 2025	SELL	$620.67 - $670.08 $89,376 - $96,491	-144 Reduced 8.01%	1,654 $1.11 Million
Q2 2025 Jul 07, 2025	BUY	$498.8 - $620.9 $35,913 - $44,704	72 Added 4.17%	1,798 $1.12 Million
Q1 2025 Apr 03, 2025	BUY	$554.06 - $615.85 $9,419 - $10,469	17 Added 0.99%	1,726 $963,000
Q4 2024 Jan 06, 2025	BUY	$570.51 - $610.59 $18,826 - $20,149	33 Added 1.97%	1,709 $1.01 Million

Q3 2024 Oct 07, 2024	SELL	$520.18 - $576.82 $11,964 - $13,266	-23 Reduced 1.35%	1,676 $966,000
Q2 2024 Jul 08, 2024	BUY	$497.53 - $549.64 $112,441 - $124,218	226 Added 15.34%	1,699 $929,000
Q1 2024 Apr 05, 2024	BUY	$469.56 - $525.73 $32,869 - $36,801	70 Added 4.99%	1,473 $774,000
Q4 2023 Jan 12, 2024	BUY	$412.55 - $479.0 $18,977 - $22,034	46 Added 3.39%	1,403 $670,000
Q2 2023 Jul 14, 2023	BUY	$406.17 - $445.71 $812 - $891	2 Added 0.15%	1,357 $604,000
Q1 2023 Apr 06, 2023	BUY	$381.13 - $418.66 $31,252 - $34,330	82 Added 6.44%	1,355 $557,000
Q4 2022 Jan 06, 2023	SELL	$357.98 - $409.32 $8,949 - $10,233	-25 Reduced 1.93%	1,273 $0
Q2 2022 Jul 01, 2022	BUY	$366.99 - $458.8 $132,116 - $165,168	360 Added 38.38%	1,298 $492,000
Q1 2022 Apr 12, 2022	BUY	$418.06 - $479.84 $74,832 - $85,891	179 Added 23.58%	938 $425,000
Q4 2021 Jan 31, 2022	SELL	$430.29 - $479.53 $3.07 Million - $3.42 Million	-7,124 Reduced 90.37%	759 $362,000
Q3 2021 Oct 28, 2021	BUY	$426.8 - $455.27 $1.35 Million - $1.44 Million	3,160 Added 66.91%	7,883 $3.4 Million
Q2 2021 Aug 12, 2021	SELL	$402.08 - $429.92 $1.74 Million - $1.86 Million	-4,320 Reduced 47.77%	4,723 $2.03 Million
Q1 2021 May 12, 2021	BUY	$370.22 - $398.75 $1.86 Million - $2 Million	5,020 Added 124.78%	9,043 $3.6 Million
Q4 2020 Feb 05, 2021	BUY	$327.62 - $375.39 $887,522 - $1.02 Million	2,709 Added 206.16%	4,023 $1.51 Million
Q3 2020 Oct 29, 2020	BUY	$311.81 - $359.24 $94,166 - $108,490	302 Added 29.84%	1,314 $442,000
Q2 2020 Jul 31, 2020	SELL	$246.8 - $324.4 $21,471 - $28,222	-87 Reduced 7.92%	1,012 $313,000
Q1 2020 Apr 21, 2020	SELL	$224.65 - $339.88 $85,367 - $129,154	-380 Reduced 25.69%	1,099 $284,000
Q4 2019 Feb 21, 2020	SELL	$289.63 - $324.32 $263,273 - $294,806	-909 Reduced 38.07%	1,479 $478,000
Q3 2019 Nov 06, 2019	BUY	$285.57 - $303.77 $413,790 - $440,162	1,449 Added 154.31%	2,388 $713,000
Q2 2019 Aug 06, 2019	BUY	$276.38 - $296.02 $259,520 - $277,962	939 New	939 $277,000
Q1 2019 Apr 24, 2019	SELL	$245.43 - $286.57 $319,795 - $373,400	-1,303 Closed	0 $0
Q4 2018 Feb 12, 2019	BUY	$236.09 - $293.95 $307,625 - $383,016	1,303 New	1,303 $328,000

Others Institutions Holding IVV

# of Institutions

4,137

Shares Held

789M

Call Options Held

3.41M

Put Options Held

2.27M

View Full List

About ISHARES CORE S&P 500 ETF

Ticker IVV
Sector ETFs
Industry ETFs

More about IVV

Track This Portfolio

Portfolio Update

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

News

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

Account

Insight Wealth Strategies, LLC Ishares Core S&P 500 ETF Transaction History