INSIGHT WEALTH STRATEGIES, LLC – iShares MBS ETF Transaction History
INSIGHT WEALTH STRATEGIES, LLC portfolio value:
$21.70M
portfolio value
INSIGHT WEALTH STRATEGIES, LLC quarter portfolio value change:
-6.06%
quarter
iShares MBS ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | 0 | $91.58 | 222.60K | |
| Q2 2022 | share | Increase | +1.55% | 3.38K shares | -630K | $97.49 | 222.60K |
| Q1 2022 | share | Increase | +3.05% | 6.48K shares | -521K | $101.87 | 219.21K |
| Q4 2021 | share | Decrease | -2.60% | -5.68K shares | -766K | $107.36 | 212.72K |
| Q3 2021 | share | Increase | +3.73% | 7.86K shares | 831K | $108.12 | 218.41K |
| Q2 2021 | share | Decrease | -5.21% | -11.56K shares | -1.29M | $107.96 | 210.55K |
| Q1 2021 | share | Decrease | -2.07% | -4.70K shares | -898K | $107.68 | 222.12K |
| Q4 2020 | share | Increase | +6.15% | 13.14K shares | 1.39M | $108.99 | 226.82K |
| Q3 2020 | share | Decrease | -10.74% | -25.70K shares | -2.91M | $108.68 | 213.67K |
| Q2 2020 | share | Decrease | -2.00% | -4.89K shares | -478K | $108.4 | 239.38K |
| Q1 2020 | share | Decrease | -1.50% | -3.71K shares | 180K | $107.51 | 244.28K |
| Q4 2019 | share | Increase | +3.39% | 8.12K shares | 820K | $104.72 | 247.99K |
| Q3 2019 | share | Increase | +8.85% | 19.49K shares | 2.26M | $104.15 | 239.87K |
| Q2 2019 | share | Increase | +12.33% | 24.18K shares | 2.84M | $102.72 | 220.38K |
| Q1 2019 | share | Increase | +1140.47% | 180.37K shares | 19.21M | $100.78 | 196.19K |
| Q4 2018 | share | Increase | 0.00% | 15.81K shares | 1.65M | $98.62 | 15.81K |