ISHARES TR

Ticker: TIP CUSIP: 464287176 Class: TIPS BD ETF

Insight Wealth Strategies, LLC's Holding History (CIK: 0001749914)

Note: Option positions (PUT/CALL) are excluded.

Q1 2025
Shares 100,070 Value ($000) $11,117 Avg Close Range
Q4 2024
Shares 85,283 Value ($000) $9,087 Avg Close Range
Q3 2024
Shares 83,175 Value ($000) $9,188 Avg Close Range
Q2 2024
Shares 124,413 Value ($000) $13,285 Avg Close Range
Q1 2024
Shares 122,270 Value ($000) $13,133 Avg Close Range
Q4 2023
Shares 119,912 Value ($000) $12,889 Avg Close Range
Q3 2023
Shares 108,629 Value ($000) $11,267 Avg Close Range
Q2 2023
Shares 159,912 Value ($000) $17,210 Avg Close Range
Q1 2023
Shares 160,800 Value ($000) $17,728 Avg Close Range
Q4 2022
Shares 169,026 Value ($000) $17,991 Avg Close Range
Q3 2022
Shares 164,657 Value ($000) $18,756 Avg Close Range
Q2 2022
Shares 164,657 Value ($000) $18,756 Avg Close Range
Q1 2022
Shares 239,860 Value ($000) $29,879 Avg Close Range
Q4 2021
Shares 270,964 Value ($000) $35,009 Avg Close Range
Q3 2021
Shares 195,971 Value ($000) $25,023 Avg Close Range
Q2 2021
Shares 191,004 Value ($000) $24,450 Avg Close Range
Q1 2021
Shares 165,224 Value ($000) $20,736 Avg Close Range
Q4 2020
Shares 170,794 Value ($000) $21,802 Avg Close Range
Q3 2020
Shares 190,705 Value ($000) $24,124 Avg Close Range
Q2 2020
Shares 216,002 Value ($000) $26,568 Avg Close Range
Q1 2020
Shares 221,442 Value ($000) $26,112 Avg Close Range
Q4 2019
Shares 13,173 Value ($000) $1,536 Avg Close Range
Q3 2019
Shares 29,422 Value ($000) $3,421 Avg Close Range
Q2 2019
Shares 10,122 Value ($000) $1,169 Avg Close Range
Q1 2019
Shares 14,049 Value ($000) $1,588 Avg Close Range
Q4 2018
Shares 10,594 Value ($000) $1,160 Avg Close Range