Insight Wealth Strategies, LLC's ownership history for IEF


Insight Wealth Strategies, LLC currently holds 32.6K shares with a market value of $3.1M. It started holding IEF on 2024-09-30. At its peak, it held 261.9K shares on 2025-03-31. Its highest holding value was $25.0M on 2025-03-31. At its lowest, it held 31.6K shares on 2025-12-31, with a value of $3.0M on 2025-12-31. In the recent 180 days, Insight Wealth Strategies, LLC has decreased its shares by 189. In the recent year, Insight Wealth Strategies, LLC has decreased its shares by 229.3K.


Insight Wealth Strategies, LLC's ownership history for IEF