Insight Wealth Strategies, LLC Ishares Russell 1000 Val ETF Transaction History

Insight Wealth Strategies, LLC

$740 Million
Q4 2024

A detailed history of Insight Wealth Strategies, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Insight Wealth Strategies, LLC holds 1,119 shares of IWD stock, worth $209,420. This represents 0.03% of its overall portfolio holdings.

Number of Shares

1,119

Previous 1,118 0.09%

Holding current value

$209,420

Previous $212,000 2.36%

% of portfolio

0.03%

Previous 0.03%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 06, 2025	BUY	$183.23 - $199.79 $183 - $199	1 Added 0.09%	1,119 $207,000
Q3 2024 Oct 07, 2024	BUY	$173.36 - $189.8 $193,816 - $212,196	1,118 New	1,118 $212,000
Q2 2023 Jul 14, 2023	BUY	$148.55 - $157.83 $194,451 - $206,599	1,309 New	1,309 $206,000
Q2 2022 Jul 01, 2022	SELL	$140.99 - $168.41 $184,132 - $219,943	-1,306 Closed	0 $0
Q1 2022 Apr 12, 2022	SELL	$157.15 - $170.51 $942 - $1,023	-6 Reduced 0.46%	1,306 $217,000
Q4 2021 Jan 31, 2022	SELL	$157.12 - $168.08 $16,497 - $17,648	-105 Reduced 7.41%	1,312 $220,000
Q3 2021 Oct 28, 2021	BUY	$154.62 - $164.07 $463 - $492	3 Added 0.21%	1,417 $222,000
Q2 2021 Aug 12, 2021	SELL	$152.86 - $162.4 $36,533 - $38,813	-239 Reduced 14.46%	1,414 $224,000
Q1 2021 May 12, 2021	BUY	$134.89 - $153.0 $269 - $306	2 Added 0.12%	1,653 $251,000
Q4 2020 Feb 05, 2021	BUY	$115.84 - $136.73 $191,251 - $225,741	1,651 New	1,651 $226,000
Q2 2020 Jul 31, 2020	SELL	$94.52 - $125.14 $288,475 - $381,927	-3,052 Closed	0 $0
Q1 2020 Apr 21, 2020	SELL	$85.17 - $138.52 $106,036 - $172,457	-1,245 Reduced 28.97%	3,052 $303,000
Q4 2019 Feb 21, 2020	SELL	$123.85 - $136.67 $15,976 - $17,630	-129 Reduced 2.91%	4,297 $586,000
Q3 2019 Nov 06, 2019	BUY	$127.92 - $130.25 $26,223 - $26,701	205 Added 4.86%	4,426 $568,000
Q2 2019 Aug 06, 2019	BUY	N/A	193 Added 4.79%	4,221 $537,000
Q1 2019 Apr 24, 2019	BUY	N/A	4,028 New	4,028 $497,000

Others Institutions Holding IWD

# of Institutions

1,883

Shares Held

285M

Call Options Held

1.31M

Put Options Held

1.09M

View Full List

About ISHARES RUSSELL 1000 VAL ETF

Ticker IWD
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Insight Wealth Strategies, LLC Ishares Russell 1000 Val ETF Transaction History