Insight Wealth Strategies, LLC
Position in IVVW — iShares S&P 500 BuyWrite ETF
CIK 1749914
SAN RAMON, CA
All Filings in IVVW
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 IVVW | $554,220 | 12,694 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 IVVW | $914,287 | 20,081 | Shares | Sole | 2026-01-02 | |
| 2025-09-30 IVVW | $760,688 | 16,335 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 IVVW | $474,001 | 10,312 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 IVVW | $302,556 | 6,508 | Shares | Sole | 2025-04-03 | |
| No filing history on record for this holder in this stock. | ||||||