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Insight Wealth Partners, LLC → BLK
Insight Wealth Partners, LLC BLK Position History
BlackRock, Inc. • Financial Services
Quarters held
14
Latest value
$11.1M
Q3 2026
Peak value
$15.2M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $6.1M |
| Q3 2025 | $13.6M |
| Q3 2025 | $317K |
| Q4 2025 | $6.3M |
| Q4 2025 | $14.9M |
| Q4 2025 | $290K |
| Q1 2026 | $6.7M |
| Q1 2026 | $15.2M |
| Q1 2026 | $218K |
| Q2 2026 | $4.9M |
| Q2 2026 | $11.6M |
| Q2 2026 | $207K |
| Q3 2026 | $4.9M |
| Q3 2026 | $11.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $11.1M | 108.8K | — | — |
| Q3 2026 | $4.9M | 47.2K | — | — |
| Q2 2026 | $207K | 2.5K | — | — |
| Q2 2026 | $11.6M | 106.5K | — | — |
| Q2 2026 | $4.9M | 44.8K | — | — |
| Q1 2026 | $218K | 2.6K | — | — |
| Q1 2026 | $15.2M | 139.7K | — | — |
| Q1 2026 | $6.7M | 60.6K | — | — |
| Q4 2025 | $290K | 3.5K | — | — |
| Q4 2025 | $14.9M | 135.1K | — | — |
| Q4 2025 | $6.3M | 57.2K | — | — |
| Q3 2025 | $317K | 3.8K | — | — |
| Q3 2025 | $13.6M | 121.8K | — | — |
| Q3 2025 | $6.1M | 54.4K | — | — |