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

Shore Haven Wealth Partners, LLC

$178 Million
Q1 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 14,507 shares of IUSB stock, worth $658,907. This represents 0.37% of its overall portfolio holdings.

Number of Shares

14,507

Previous 13,205 9.86%

Holding current value

$658,907

Previous $608,000 8.72%

% of portfolio

0.37%

Previous 0.37%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$43.58 - $46.11 $1.39 Million - $1.47 Million	-31,827 Reduced 73.39%	11,539 $0
Q3 2022 Nov 09, 2022	BUY	$44.92 - $48.01 $335,193 - $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

663

Shares Held

605M

Call Options Held

700

Put Options Held

5.4K

View Full List

About ISHARES CORE TOTAL USD BOND MA

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