Shore Haven Wealth Partners, LLC Ishares Core Total Usd Bond Ma Transaction History

Shore Haven Wealth Partners, LLC

$202 Million
Q3 2024

A detailed history of Shore Haven Wealth Partners, LLC transactions in Ishares Core Total Usd Bond Ma stock. As of the latest transaction made, Shore Haven Wealth Partners, LLC holds 17,923 shares of IUSB stock, worth $807,789. This represents 0.42% of its overall portfolio holdings.

Number of Shares

17,923

Previous 14,898 20.3%

Holding current value

$807,789

Previous $673,000 25.41%

% of portfolio

0.42%

Previous 0.36%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 24, 2024	BUY	$44.83 - $47.42 $135,610 - $143,445	3,025 Added 20.3%	17,923 $844,000
Q2 2024 Jul 24, 2024	BUY	$44.3 - $45.58 $17,321 - $17,821	391 Added 2.7%	14,898 $673,000
Q1 2024 May 02, 2024	BUY	$45.02 - $46.27 $58,616 - $60,243	1,302 Added 9.86%	14,507 $661,000
Q4 2023 Feb 06, 2024	BUY	$42.6 - $46.25 $23,217 - $25,206	545 Added 4.3%	13,205 $608,000
Q3 2023 Oct 24, 2023	BUY	$43.62 - $45.64 $18,320 - $19,168	420 Added 3.43%	12,660 $553,000
Q2 2023 Jul 19, 2023	SELL	$45.12 - $46.45 $2,526 - $2,601	-56 Reduced 0.46%	12,240 $556,000
Q1 2023 Apr 14, 2023	BUY	$44.68 - $46.69 $33,822 - $35,344	757 Added 6.56%	12,296 $567,000
Q4 2022 Jan 24, 2023	SELL	$43.31 - $46.11 $1.38 Million - $1.47 Million	-31,827 Reduced 73.39%	11,539 $0
Q3 2022 Nov 09, 2022	BUY	$44.1 - $48.01 $329,074 - $358,250	7,462 Added 20.78%	43,366 $1.93 Million
Q2 2022 Aug 01, 2022	SELL	$45.73 - $49.5 $438,687 - $474,853	-9,593 Reduced 21.08%	35,904 $1.68 Million
Q1 2022 May 13, 2022	BUY	$49.13 - $52.58 $2.24 Million - $2.39 Million	45,497 New	45,497 $2.26 Million

Others Institutions Holding IUSB

# of Institutions

708

Shares Held

702M

Call Options Held

Put Options Held

View Full List

About ISHARES CORE TOTAL USD BOND MA

Ticker IUSB
Sector ETFs
Industry ETFs

More about IUSB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Shore Haven Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Shore Haven Wealth Partners, LLC with notifications on news.

Account

Shore Haven Wealth Partners, LLC Ishares Core Total Usd Bond Ma Transaction History