Shore Haven Wealth Partners, LLC Ishares Tr Transaction History

Shore Haven Wealth Partners, LLC

  • $220 Million
  • Q2 2025

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 2,442 shares of IEFA stock, worth $213,943. This represents 0.09% of its overall portfolio holdings.

Number of Shares
2,442
Holding current value
$213,943
% of portfolio
0.09%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 29, 2025
BUY
$67.83 - $84.09 $165,640 - $205,347
2,442 New
2,442 $203,000
Q3 2024

Oct 24, 2024
SELL
$70.09 - $78.74 $24,741 - $27,795
-353 Reduced 6.85%
4,802 $374,000
Q2 2024

Jul 24, 2024
SELL
$70.77 - $76.19 $291,360 - $313,674
-4,117 Reduced 44.4%
5,155 $374,000
Q1 2024

May 02, 2024
BUY
$68.14 - $74.43 $28,618 - $31,260
420 Added 4.74%
9,272 $688,000
Q4 2023

Feb 06, 2024
SELL
$61.3 - $70.47 $17,899 - $20,577
-292 Reduced 3.19%
8,852 $622,000
Q3 2023

Oct 24, 2023
BUY
$64.04 - $69.58 $62,374 - $67,770
974 Added 11.92%
9,144 $588,000
Q2 2023

Jul 19, 2023
SELL
$66.03 - $69.1 $110,270 - $115,396
-1,670 Reduced 16.97%
8,170 $551,000
Q1 2023

Apr 14, 2023
SELL
$62.17 - $67.7 $584,646 - $636,650
-9,404 Reduced 48.87%
9,840 $657,000
Q4 2022

Jan 24, 2023
BUY
$52.35 - $63.65 $112,971 - $137,356
2,158 Added 12.63%
19,244 $0
Q3 2022

Nov 09, 2022
SELL
$52.32 - $63.1 $1.3 Million - $1.57 Million
-24,935 Reduced 59.34%
17,086 $899,000
Q2 2022

Aug 01, 2022
SELL
$57.91 - $70.46 $4.25 Million - $5.18 Million
-73,469 Reduced 63.62%
42,021 $2.47 Million
Q1 2022

May 13, 2022
SELL
$63.26 - $75.48 $9.05 Million - $10.8 Million
-143,100 Reduced 55.34%
115,490 $8.03 Million
Q4 2021

Jan 21, 2022
BUY
$72.36 - $77.76 $336,329 - $361,428
4,648 Added 1.83%
258,590 $19.3 Million
Q3 2021

Oct 28, 2021
BUY
$72.98 - $78.2 $1.53 Million - $1.64 Million
20,935 Added 8.98%
253,942 $18.9 Million
Q2 2021

Aug 16, 2021
BUY
$73.11 - $77.88 $6.73 Million - $7.17 Million
92,054 Added 65.31%
233,007 $17.4 Million
Q1 2021

May 13, 2021
SELL
$68.58 - $73.12 $36,896 - $39,338
-538 Reduced 0.38%
140,953 $10.2 Million
Q4 2020

Feb 10, 2021
BUY
$58.13 - $69.71 $8.22 Million - $9.86 Million
141,491 New
141,491 $9.78 Million

Others Institutions Holding IEFA

# of Institutions
2,365
Shares Held
1.56B
Call Options Held
108K
Put Options Held
37.6K
View Full List

About ISHARES TR

IEFA Quotes by TradingView
  • Ticker IEFA
  • Sector ETFs
  • Industry ETFs
More about IEFA
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