Ownership history in INSIGHT 2811, INC. · 38 quarters on record
This page tracks every 13F SEC filing in which INSIGHT 2811, INC. reported a position in ISHARES (IVV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 32,102 | -12 | -0.0% | 9.70% | $22.0M | $683.12 |
| 2025 Q3 | ADDED | 32,114 | +1,099 | +3.5% | 9.58% | $21.5M | $665.17 |
| 2025 Q2 | ADDED | 31,015 | +6,493 | +26.5% | 9.12% | $19.3M | $615.21 |
| 2025 Q1 | ADDED | 24,522 | +3,225 | +15.1% | 6.98% | $13.8M | $555.02 |
| 2024 Q4 | ADDED | 21,297 | +2,458 | +13.0% | 6.45% | $12.5M | $579.67 |
| 2024 Q3 | ADDED | 18,839 | +797 | +4.4% | 5.41% | $10.9M | $566.00 |
| 2024 Q2 | ADDED | 18,042 | +1,244 | +7.4% | 5.13% | $9.9M | $534.89 |
| 2024 Q1 | ADDED | 16,798 | +2,419 | +16.8% | 4.54% | $8.8M | $512.33 |
| 2023 Q4 | ADDED | 14,379 | +1,523 | +11.8% | 3.74% | $6.9M | $463.98 |
| 2023 Q3 | ADDED | 12,856 | +1,046 | +8.9% | 3.13% | $5.5M | $415.48 |
As of 2025 Q4 — sorted by position size