Ishares Trust Barclays shares owned by Insight Wealth Partners
Quarter-by-quarter ownership of Ishares Trust Barclays (CMBS) shares owned by Insight Wealth Partners
from 13F filings
Historical chart of Insight Wealth Partners investment in Ishares Trust Barclays
Tip: Access up to 7 years of quarterly data
All positions including Ishares Trust Barclays held by Insight Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Ishares Trust Barclays by Insight Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $2.1M | 45k | 47.10 |
| 2023-09-30 | $1.6M | 36k | 45.04 |
| 2023-06-30 | $1.6M | 35k | 45.86 |
| 2023-03-31 | $2.1M | 45k | 46.19 |
| 2022-12-31 | $2.1M | 45k | 45.91 |
| 2022-09-30 | $1.7M | 36k | 45.84 |
| 2022-06-30 | $1.5M | 32k | 48.11 |
| 2022-03-31 | $1.6M | 32k | 49.85 |
| 2021-12-31 | $1.7M | 31k | 53.04 |
| 2021-09-30 | $1.5M | 28k | 54.06 |
| 2021-06-30 | $1.5M | 28k | 54.37 |
| 2021-03-31 | $1.5M | 28k | 53.88 |
| 2020-12-31 | $1.5M | 27k | 55.33 |
| 2020-09-30 | $731k | 13k | 55.56 |