INSIGHT WEALTH STRATEGIES, LLC – iShares Preferred and Income Securities ETF Transaction History
INSIGHT WEALTH STRATEGIES, LLC portfolio value:
$27.89M
portfolio value
INSIGHT WEALTH STRATEGIES, LLC quarter portfolio value change:
-3.68%
quarter
iShares Preferred and Income Securities ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | 0 | $31.67 | 848.45K | |
| Q2 2022 | share | Increase | +13.93% | 103.73K shares | 774K | $32.88 | 848.45K |
| Q1 2022 | share | Increase | +21.65% | 132.52K shares | 2.98M | $36.42 | 744.72K |
| Q4 2021 | share | Decrease | -15.86% | -115.35K shares | -4.09M | $39.33 | 612.19K |
| Q3 2021 | share | Increase | +1.44% | 10.35K shares | 25K | $38.4 | 727.54K |
| Q2 2021 | share | Decrease | -4.45% | -33.43K shares | -613K | $38.47 | 717.19K |
| Q1 2021 | share | Decrease | -1.21% | -9.16K shares | -436K | $37.11 | 750.62K |
| Q4 2020 | share | Increase | +2.72% | 20.14K shares | 2.3M | $36.92 | 759.79K |
| Q3 2020 | share | Increase | +1.24% | 9.04K shares | 1.65M | $34.46 | 739.64K |
| Q2 2020 | share | Decrease | -0.21% | -1.55K shares | 1.99M | $32.3 | 730.60K |
| Q1 2020 | share | Increase | +439.08% | 596.34K shares | 18.20M | $29.23 | 732.15K |
| Q4 2019 | share | Increase | +94.47% | 65.97K shares | 2.48M | $34.22 | 135.81K |
| Q3 2019 | share | Decrease | -25.14% | -23.45K shares | -817K | $33.58 | 69.84K |
| Q2 2019 | share | Increase | +6.78% | 5.92K shares | 245K | $32.54 | 93.29K |
| Q1 2019 | share | Increase | +15.95% | 12.01K shares | 614K | $31.82 | 87.37K |
| Q4 2018 | share | Increase | 0.00% | 75.35K shares | 2.57M | $29.52 | 75.35K |