INSIGHT WEALTH STRATEGIES, LLC – iShares S&P 500 Growth ETF Transaction History
INSIGHT WEALTH STRATEGIES, LLC portfolio value:
$436,000
portfolio value
INSIGHT WEALTH STRATEGIES, LLC quarter portfolio value change:
-4.14%
quarter
iShares S&P 500 Growth ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | 0 | $57.85 | 7.21K | |
| Q2 2022 | share | Decrease | -3.50% | -262 shares | -135K | $60.35 | 7.21K |
| Q1 2022 | share | Decrease | -9.34% | -771 shares | -119K | $76.38 | 7.48K |
| Q4 2021 | share | Decrease | -30.67% | -3.65K shares | -190K | $84.16 | 8.25K |
| Q3 2021 | share | Decrease | -16.90% | -2.42K shares | -162K | $73.91 | 11.90K |
| Q2 2021 | share | Decrease | -30.25% | -6.21K shares | -295K | $72.62 | 14.32K |
| Q1 2021 | share | Decrease | -27.12% | -7.64K shares | -461K | $64.94 | 20.53K |
| Q4 2020 | share | Decrease | -0.63% | -178 shares | 160K | $63.55 | 28.17K |
| Q3 2020 | share | Increase | +4.19% | 1.14K shares | 226K | $57.4 | 28.35K |
| Q2 2020 | share | Decrease | -18.74% | -6.27K shares | 30K | $51.41 | 27.21K |
| Q1 2020 | share | Decrease | -93.59% | -488.76K shares | -23.90M | $40.8 | 33.49K |
| Q4 2019 | share | Increase | +2.01% | 10.28K shares | 2.24M | $47.72 | 522.26K |
| Q3 2019 | share | Increase | +17.76% | 77.22K shares | 3.56M | $44.09 | 511.97K |
| Q2 2019 | share | Increase | +18.96% | 69.28K shares | 3.73M | $43.74 | 434.74K |
| Q1 2019 | share | Decrease | -10.49% | -42.81K shares | 369K | $41.89 | 365.46K |
| Q4 2018 | share | Increase | 0.00% | 408.27K shares | 15.37M | $36.49 | 408.27K |