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

Insight Wealth Strategies, LLC

$740 Million
Q4 2024

A detailed history of Insight Wealth Strategies, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Insight Wealth Strategies, LLC holds 4,829 shares of IVW stock, worth $488,115. This represents 0.07% of its overall portfolio holdings.

Number of Shares

4,829

Previous 5,595 13.69%

Holding current value

$488,115

Previous $535,000 8.41%

% of portfolio

0.07%

Previous 0.07%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 06, 2025	SELL	$94.43 - $105.47 $72,333 - $80,790	-766 Reduced 13.69%	4,829 $490,000
Q3 2024 Oct 07, 2024	BUY	$84.77 - $97.13 $14,834 - $16,997	175 Added 3.23%	5,595 $535,000
Q2 2024 Jul 08, 2024	BUY	$79.31 - $93.31 $5,631 - $6,625	71 Added 1.33%	5,420 $501,000
Q1 2024 Apr 05, 2024	SELL	$72.87 - $85.14 $1,676 - $1,958	-23 Reduced 0.43%	5,349 $451,000
Q4 2023 Jan 12, 2024	BUY	$65.78 - $75.4 $2,104 - $2,412	32 Added 0.6%	5,372 $403,000
Q3 2023 Oct 13, 2023	BUY	$68.05 - $72.66 $952 - $1,017	14 Added 0.26%	5,340 $365,000
Q2 2023 Jul 14, 2023	SELL	$63.21 - $70.48 $52,969 - $59,062	-838 Reduced 13.6%	5,326 $375,000
Q1 2023 Apr 06, 2023	SELL	$57.25 - $63.89 $10,992 - $12,266	-192 Reduced 3.02%	6,164 $393,000
Q4 2022 Jan 06, 2023	SELL	$56.73 - $63.56 $48,957 - $54,852	-863 Reduced 11.95%	6,356 $0
Q2 2022 Jul 01, 2022	SELL	$58.13 - $77.8 $15,230 - $20,383	-262 Reduced 3.5%	7,219 $436,000
Q1 2022 Apr 12, 2022	SELL	$68.33 - $84.32 $52,682 - $65,010	-771 Reduced 9.34%	7,481 $571,000
Q4 2021 Jan 31, 2022	SELL	$73.18 - $84.81 $267,180 - $309,641	-3,651 Reduced 30.67%	8,252 $690,000
Q3 2021 Oct 28, 2021	SELL	$72.99 - $79.0 $176,708 - $191,259	-2,421 Reduced 16.9%	11,903 $880,000
Q2 2021 Aug 12, 2021	SELL	$65.96 - $72.81 $409,809 - $452,368	-6,213 Reduced 30.25%	14,324 $1.04 Million
Q1 2021 May 12, 2021	SELL	$61.43 - $67.25 $469,386 - $513,857	-7,641 Reduced 27.12%	20,537 $1.34 Million
Q4 2020 Feb 05, 2021	BUY	$56.17 - $63.82 $1.18 Million - $1.35 Million	21,089 Added 297.49%	28,178 $1.8 Million
Q3 2020 Oct 29, 2020	BUY	$52.42 - $62.43 $14,939 - $17,792	285 Added 4.19%	7,089 $1.64 Million
Q2 2020 Jul 31, 2020	SELL	$39.5 - $52.48 $61,975 - $82,341	-1,569 Reduced 18.74%	6,804 $1.41 Million
Q1 2020 Apr 21, 2020	SELL	$36.14 - $52.65 $4.42 Million - $6.43 Million	-122,192 Reduced 93.59%	8,373 $1.38 Million
Q4 2019 Feb 21, 2020	BUY	$43.72 - $48.62 $112,447 - $125,050	2,572 Added 2.01%	130,565 $25.3 Million
Q3 2019 Nov 06, 2019	BUY	$43.49 - $46.27 $839,617 - $893,288	19,306 Added 17.76%	127,993 $23 Million
Q2 2019 Aug 06, 2019	BUY	$41.95 - $45.26 $726,657 - $783,993	17,322 Added 18.96%	108,687 $19.5 Million
Q1 2019 Apr 24, 2019	SELL	$36.63 - $43.33 $392,050 - $463,760	-10,703 Reduced 10.49%	91,365 $15.7 Million
Q4 2018 Feb 12, 2019	BUY	$35.15 - $44.43 $3.59 Million - $4.53 Million	102,068 New	102,068 $15.4 Million

Others Institutions Holding IVW

# of Institutions

1,830

Shares Held

415M

Call Options Held

355K

Put Options Held

454K

View Full List

About ISHARES S&P 500 GROWTH ETF

Ticker IVW
Sector ETFs
Industry ETFs

More about IVW

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