Shore Haven Wealth Partners, LLC Ihares Core 1 5 Years Usd Bond Transaction History

Shore Haven Wealth Partners, LLC

$187 Million
Q2 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 01, 2022	SELL	$46.78 - $48.31 $8.48 Million - $8.75 Million	-181,181 Closed	0 $0
Q1 2022 May 13, 2022	SELL	$48.28 - $50.36 $1.72 Million - $1.79 Million	-35,558 Reduced 16.41%	181,181 $8.78 Million
Q4 2021 Jan 21, 2022	BUY	$50.4 - $51.06 $41,580 - $42,124	825 Added 0.38%	216,739 $10.9 Million
Q3 2021 Oct 28, 2021	BUY	$51.04 - $51.35 $1.01 Million - $1.01 Million	19,748 Added 10.07%	215,914 $11 Million
Q2 2021 Aug 16, 2021	BUY	$51.18 - $51.42 $564,361 - $567,008	11,027 Added 5.96%	196,166 $10.1 Million
Q1 2021 May 13, 2021	BUY	$51.2 - $51.67 $293,120 - $295,810	5,725 Added 3.19%	185,139 $9.5 Million
Q4 2020 Feb 10, 2021	BUY	$51.33 - $51.65 $9.21 Million - $9.27 Million	179,414 New	179,414 $9.27 Million

Others Institutions Holding ISTB

# of Institutions

386

Shares Held

58.3M

Call Options Held

0

Put Options Held

100

Acorns Advisers, LLC Irvine, CA

9.75M
Shares

$470 Million
4.95% of portfolio
State Of Wisconsin Investment Board Madison, WI

4.84M
Shares

$233 Million
0.63% of portfolio
Trust Point Inc. La Crosse, WI

3.14M
Shares

$151 Million
11.46% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

3.12M
Shares

$150 Million
0.03% of portfolio
Black Rock Inc. New York, NY

1.78M
Shares

$85.9 Million
0.0% of portfolio

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