Shore Haven Wealth Partners, LLC Ishares Tr Transaction History

Shore Haven Wealth Partners, LLC

$202 Million
Q3 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 31,798 shares of IFRA stock, worth $1.48 Million. This represents 0.74% of its overall portfolio holdings.

Number of Shares

31,798

Previous 28,237 12.61%

Holding current value

$1.48 Million

Previous $1.19 Million 25.57%

% of portfolio

0.74%

Previous 0.64%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

448

Shares Held

44.3M

Call Options Held

25.2K

Put Options Held

200

View Full List

About ISHARES TR

Ticker IFRA
Sector ETFs
Industry ETFs

More about IFRA

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Shore Haven Wealth Partners, LLC Ishares Tr Transaction History