INSIGHT WEALTH STRATEGIES, LLC – iShares Core S&P 500 ETF Transaction History
INSIGHT WEALTH STRATEGIES, LLC portfolio value:
$492,000
portfolio value
INSIGHT WEALTH STRATEGIES, LLC quarter portfolio value change:
-5.41%
quarter
iShares Core S&P 500 ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | 0 | $358.65 | 1.29K | |
| Q2 2022 | share | Increase | +38.38% | 360 shares | 67K | $379.15 | 1.29K |
| Q1 2022 | share | Increase | +23.58% | 179 shares | 63K | $453.69 | 938 |
| Q4 2021 | share | Decrease | -90.37% | -7.12K shares | -3.03M | $478.18 | 759 |
| Q3 2021 | share | Increase | +66.91% | 3.16K shares | 1.36M | $430.82 | 7.88K |
| Q2 2021 | share | Decrease | -47.77% | -4.32K shares | -1.56M | $428.29 | 4.72K |
| Q1 2021 | share | Increase | +124.78% | 5.02K shares | 2.08M | $395.17 | 9.04K |
| Q4 2020 | share | Increase | +206.16% | 2.70K shares | 1.06M | $371.65 | 4.02K |
| Q3 2020 | share | Increase | +29.84% | 302 shares | 129K | $331.25 | 1.31K |
| Q2 2020 | share | Decrease | -7.92% | -87 shares | 29K | $303.84 | 1.01K |
| Q1 2020 | share | Decrease | -25.69% | -380 shares | -194K | $252.48 | 1.09K |
| Q4 2019 | share | Decrease | -38.07% | -909 shares | -235K | $313.89 | 1.47K |
| Q3 2019 | share | Increase | +154.31% | 1.44K shares | 436K | $288.05 | 2.38K |
| Q2 2019 | share | Increase | 0.00% | 939 shares | 277K | $283 | 939 |
| Q1 2019 | share | Decrease | -100.00% | -1.30K shares | -328K | $271.55 | 0 |
| Q4 2018 | share | Increase | 0.00% | 1.30K shares | 328K | $239.15 | 1.30K |