Shore Haven Wealth Partners, LLC Ishares Tr Transaction History

Shore Haven Wealth Partners, LLC

$178 Million
Q1 2024

A detailed history of Shore Haven Wealth Partners, LLC transactions in Ishares Tr stock. As of the latest transaction made, Shore Haven Wealth Partners, LLC holds 16,396 shares of HYG stock, worth $1.27 Million. This represents 0.72% of its overall portfolio holdings.

Number of Shares

16,396

Previous 18,367 10.73%

Holding current value

$1.27 Million

Previous $1.42 Million 10.34%

% of portfolio

0.72%

Previous 0.87%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 02, 2024	SELL	$76.57 - $77.9 $150,919 - $153,540	-1,971 Reduced 10.73%	16,396 $1.27 Million
Q4 2023 Feb 06, 2024	BUY	$71.78 - $77.94 $1.32 Million - $1.43 Million	18,367 New	18,367 $1.42 Million
Q2 2022 Aug 01, 2022	SELL	$73.1 - $82.57 $3.44 Million - $3.88 Million	-47,002 Closed	0 $0
Q1 2022 May 13, 2022	SELL	$79.97 - $86.97 $4,958 - $5,392	-62 Reduced 0.13%	47,002 $3.87 Million
Q4 2021 Jan 21, 2022	BUY	$85.37 - $87.5 $5,463 - $5,600	64 Added 0.14%	47,064 $4.1 Million

Q3 2021 Oct 28, 2021	SELL	$86.98 - $88.14 $6,175 - $6,257	-71 Reduced 0.15%	47,000 $4.11 Million
Q2 2021 Aug 16, 2021	BUY	$86.61 - $88.04 $25,376 - $25,795	293 Added 0.63%	47,071 $4.14 Million
Q1 2021 May 13, 2021	BUY	$85.73 - $87.78 $79,128 - $81,020	923 Added 2.01%	46,778 $4.08 Million
Q4 2020 Feb 10, 2021	BUY	$83.46 - $87.3 $3.83 Million - $4 Million	45,855 New	45,855 $4 Million

Others Institutions Holding HYG

# of Institutions

1,064

Shares Held

239M

Call Options Held

115M

Put Options Held

366M

View Full List

About ISHARES TR

Ticker HYG
Sector ETFs
Industry ETFs

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Shore Haven Wealth Partners, LLC Ishares Tr Transaction History