INSIGHT WEALTH STRATEGIES, LLC – iShares Core S&P Small-Cap ETF Transaction History
INSIGHT WEALTH STRATEGIES, LLC portfolio value:
$11.02M
portfolio value
INSIGHT WEALTH STRATEGIES, LLC quarter portfolio value change:
-5.65%
quarter
iShares Core S&P Small-Cap ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | 0 | $87.19 | 119.26K | |
| Q2 2022 | share | Decrease | -6.79% | -8.68K shares | -2.78M | $92.41 | 119.26K |
| Q1 2022 | share | Increase | +1.53% | 1.92K shares | -628K | $107.88 | 127.94K |
| Q4 2021 | share | Decrease | -10.58% | -14.91K shares | -958K | $114.65 | 126.02K |
| Q3 2021 | share | Increase | +5.67% | 7.56K shares | 321K | $109.19 | 140.93K |
| Q2 2021 | share | Decrease | -3.32% | -4.57K shares | 97K | $112.47 | 133.37K |
| Q1 2021 | share | Increase | +30.64% | 32.35K shares | 5.26M | $107.8 | 137.94K |
| Q4 2020 | share | Decrease | -35.13% | -57.18K shares | -1.72M | $91.05 | 105.59K |
| Q3 2020 | share | Increase | +84.96% | 74.77K shares | 5.42M | $69.39 | 162.78K |
| Q2 2020 | share | Increase | +6.11% | 5.06K shares | 1.35M | $67.19 | 88.00K |
| Q1 2020 | share | Decrease | -21.19% | -22.29K shares | -4.17M | $55.01 | 82.94K |
| Q4 2019 | share | Increase | +6.96% | 6.85K shares | 1.16M | $81.83 | 105.24K |
| Q3 2019 | share | Decrease | -2.81% | -2.84K shares | -265K | $75.59 | 98.39K |
| Q2 2019 | share | Decrease | -48.62% | -95.79K shares | -7.27M | $75.74 | 101.23K |
| Q1 2019 | share | Increase | +4.06% | 7.69K shares | 2.07M | $74.4 | 197.02K |
| Q4 2018 | share | Increase | 0.00% | 189.33K shares | 13.12M | $66.62 | 189.33K |