Shore Haven Wealth Partners, LLC Ishares Tr Transaction History

Shore Haven Wealth Partners, LLC

$192 Million
Q1 2025

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 29, 2025	SELL	$45.94 - $51.71 $58,803 - $66,188	-1,280 Reduced 4.03%	30,518 $1.41 Million
Q3 2024 Oct 24, 2024	BUY	$41.55 - $46.97 $147,959 - $167,260	3,561 Added 12.61%	31,798 $1.49 Million
Q2 2024 Jul 24, 2024	BUY	$41.22 - $44.87 $41,508 - $45,184	1,007 Added 3.7%	28,237 $1.19 Million
Q1 2024 May 02, 2024	BUY	$38.14 - $43.36 $30,893 - $35,121	810 Added 3.07%	27,230 $1.18 Million
Q4 2023 Feb 06, 2024	BUY	$34.58 - $40.63 $78,462 - $92,189	2,269 Added 9.4%	26,420 $1.06 Million
Q3 2023 Oct 24, 2023	BUY	$36.59 - $40.45 $27,479 - $30,377	751 Added 3.21%	24,151 $883,000
Q2 2023 Jul 19, 2023	BUY	$35.99 - $39.08 $30,843 - $33,491	857 Added 3.8%	23,400 $914,000
Q1 2023 Apr 14, 2023	BUY	$35.21 - $39.8 $281 - $318	8 Added 0.04%	22,543 $841,000
Q4 2022 Jan 24, 2023	BUY	$32.43 - $38.16 $13,880 - $16,332	428 Added 1.94%	22,535 $0
Q3 2022 Nov 09, 2022	SELL	$32.24 - $39.24 $282,680 - $344,056	-8,768 Reduced 28.4%	22,107 $712,000
Q2 2022 Aug 01, 2022	BUY	$32.87 - $39.92 $1.01 Million - $1.23 Million	30,875 New	30,875 $1.05 Million

Others Institutions Holding IFRA

# of Institutions

409

Shares Held

31.3M

Call Options Held

800

Put Options Held

239

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