Insight Wealth Strategies, LLC Ishares Msci Eafe Min Vol Fact Transaction History

Insight Wealth Strategies, LLC

$740 Million
Q4 2024

A detailed history of Insight Wealth Strategies, LLC transactions in Ishares Msci Eafe Min Vol Fact stock. As of the latest transaction made, Insight Wealth Strategies, LLC holds 6,057 shares of EFAV stock, worth $422,839. This represents 0.06% of its overall portfolio holdings.

Number of Shares

6,057

Previous 6,621 8.52%

Holding current value

$422,839

Previous $507,000 15.58%

% of portfolio

0.06%

Previous 0.07%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 06, 2025	SELL	$70.1 - $76.53 $39,536 - $43,162	-564 Reduced 8.52%	6,057 $428,000
Q3 2024 Oct 07, 2024	BUY	$69.31 - $77.34 $18,713 - $20,881	270 Added 4.25%	6,621 $507,000
Q2 2024 Jul 08, 2024	SELL	$67.82 - $72.36 $36,554 - $39,002	-539 Reduced 7.82%	6,351 $440,000
Q1 2024 Apr 05, 2024	SELL	$67.46 - $71.15 $20.2 Million - $21.3 Million	-300,018 Reduced 97.76%	6,890 $488,000
Q4 2023 Jan 12, 2024	SELL	$63.1 - $69.34 $872,925 - $959,249	-13,834 Reduced 4.31%	306,908 $21.3 Million
Q3 2023 Oct 13, 2023	SELL	$65.15 - $69.15 $694,499 - $737,139	-10,660 Reduced 3.22%	320,742 $20.9 Million
Q2 2023 Jul 14, 2023	BUY	$66.75 - $70.85 $35,778 - $37,975	536 Added 0.16%	331,402 $22.4 Million
Q1 2023 Apr 06, 2023	SELL	$63.8 - $67.65 $868,381 - $920,784	-13,611 Reduced 3.95%	330,866 $22.4 Million
Q4 2022 Jan 06, 2023	SELL	$56.25 - $64.99 $1.32 Million - $1.52 Million	-23,415 Reduced 6.36%	344,477 $0
Q2 2022 Jul 01, 2022	BUY	$61.24 - $72.68 $68,588 - $81,401	1,120 Added 0.31%	367,892 $23.3 Million
Q1 2022 Apr 12, 2022	BUY	$67.73 - $76.65 $425,208 - $481,208	6,278 Added 1.74%	366,772 $26.5 Million
Q4 2021 Jan 31, 2022	BUY	$74.33 - $77.96 $97,892 - $102,673	1,317 Added 0.37%	360,494 $27.7 Million
Q3 2021 Oct 28, 2021	BUY	$75.34 - $79.52 $9,040 - $9,542	120 Added 0.03%	359,177 $27.1 Million
Q2 2021 Aug 12, 2021	SELL	$73.48 - $77.31 $1.26 Million - $1.32 Million	-17,117 Reduced 4.55%	359,057 $27.1 Million
Q1 2021 May 12, 2021	BUY	$70.92 - $74.68 $10.6 Million - $11.2 Million	149,985 Added 66.31%	376,174 $27.5 Million
Q4 2020 Feb 05, 2021	SELL	$65.49 - $73.81 $773,960 - $872,286	-11,818 Reduced 4.97%	226,189 $16.6 Million
Q3 2020 Oct 29, 2020	BUY	$66.21 - $69.64 $2.85 Million - $3 Million	43,051 Added 22.08%	238,007 $16.2 Million
Q2 2020 Jul 31, 2020	BUY	$59.53 - $68.92 $1.77 Million - $2.05 Million	29,682 Added 17.96%	194,956 $12.9 Million
Q1 2020 Apr 21, 2020	BUY	$54.87 - $75.75 $7.84 Million - $10.8 Million	142,930 Added 639.68%	165,274 $10.3 Million
Q4 2019 Feb 21, 2020	BUY	$71.94 - $75.68 $1.2 Million - $1.26 Million	16,632 Added 291.18%	22,344 $1.67 Million
Q3 2019 Nov 06, 2019	BUY	$70.31 - $73.75 $31,709 - $33,261	451 Added 8.57%	5,712 $419,000
Q2 2019 Aug 06, 2019	SELL	$70.31 - $73.27 $10.4 Million - $10.8 Million	-147,240 Reduced 96.55%	5,261 $382,000
Q1 2019 Apr 24, 2019	SELL	$66.36 - $72.4 $479,451 - $523,090	-7,225 Reduced 4.52%	152,501 $11 Million
Q4 2018 Feb 12, 2019	BUY	$65.01 - $72.73 $10.4 Million - $11.6 Million	159,726 New	159,726 $10.6 Million

Others Institutions Holding EFAV

# of Institutions

510

Shares Held

54.9M

Call Options Held

Put Options Held

View Full List

About ISHARES MSCI EAFE MIN VOL FACT

Ticker EFAV
Sector ETFs
Industry ETFs

More about EFAV

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 Msci Eafe Min Vol Fact Transaction History