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 9,272 shares of IEFA stock, worth $688,538. This represents 0.39% of its overall portfolio holdings.

Number of Shares

9,272

Previous 8,852 4.74%

Holding current value

$688,538

Previous $622,000 10.61%

% of portfolio

0.39%

Previous 0.38%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$56.86 - $63.65 $122,703 - $137,356	2,158 Added 12.63%	19,244 $0
Q3 2022 Nov 09, 2022	SELL	$53.51 - $63.1 $1.33 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

1,890

Shares Held

1.47B

Call Options Held

198K

Put Options Held

49.7K

View Full List

About ISHARES TR

Ticker IEFA
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Shore Haven Wealth Partners, LLC Ishares Tr Transaction History