Shore Haven Wealth Partners, LLC Ishares S&P Small Cap 600 Grow Transaction History

Shore Haven Wealth Partners, LLC

  • $202 Million
  • Q3 2024

A detailed history of Shore Haven Wealth Partners, LLC transactions in Ishares S&P Small Cap 600 Grow stock. As of the latest transaction made, Shore Haven Wealth Partners, LLC holds 2,379 shares of IJT stock, worth $337,984. This represents 0.16% of its overall portfolio holdings.

Number of Shares
2,379
Previous 2,414 1.45%
Holding current value
$337,984
Previous $310,000 6.77%
% of portfolio
0.16%
Previous 0.17%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 24, 2024
SELL
$127.29 - $141.5 $4,455 - $4,952
-35 Reduced 1.45%
2,379 $331,000
Q2 2024

Jul 24, 2024
BUY
$121.57 - $132.2 $1,215 - $1,322
10 Added 0.42%
2,414 $310,000
Q1 2024

May 02, 2024
SELL
$119.97 - $130.73 $5,398 - $5,882
-45 Reduced 1.84%
2,404 $314,000
Q4 2023

Feb 06, 2024
SELL
$103.08 - $127.26 $14,637 - $18,070
-142 Reduced 5.48%
2,449 $306,000
Q3 2023

Oct 24, 2023
SELL
$108.37 - $120.85 $22,757 - $25,378
-210 Reduced 7.5%
2,591 $284,000
Q2 2023

Jul 19, 2023
SELL
$104.35 - $114.93 $479,175 - $527,758
-4,592 Reduced 62.11%
2,801 $321,000
Q1 2023

Apr 14, 2023
SELL
$105.46 - $120.16 $137,098 - $156,208
-1,300 Reduced 14.95%
7,393 $812,000
Q4 2022

Jan 24, 2023
SELL
$102.93 - $117.14 $35,716 - $40,647
-347 Reduced 3.84%
8,693 $0
Q3 2022

Nov 09, 2022
BUY
$100.74 - $123.41 $53,392 - $65,407
530 Added 6.23%
9,040 $919,000
Q2 2022

Aug 01, 2022
BUY
$101.11 - $126.58 $860,446 - $1.08 Million
8,510 New
8,510 $896,000

Others Institutions Holding IJT

# of Institutions
765
Shares Held
30.6M
Call Options Held
9.6K
Put Options Held
5.7K
View Full List

About ISHARES S&P SMALL CAP 600 GROW

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