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 27,230 shares of IFRA stock, worth $1.13 Million. This represents 0.66% of its overall portfolio holdings.

Number of Shares

27,230

Previous 26,420 3.07%

Holding current value

$1.13 Million

Previous $1.06 Million 11.01%

% of portfolio

0.66%

Previous 0.65%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$35.18 - $38.16 $15,057 - $16,332	428 Added 1.94%	22,535 $0
Q3 2022 Nov 09, 2022	SELL	$33.69 - $39.24 $295,393 - $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

40.2M

Call Options Held

26K

Put Options Held

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