Shore Haven Wealth Partners, LLC Ishares Tr Edge Msci Intl Valu Transaction History

Shore Haven Wealth Partners, LLC

  • $202 Million
  • Q3 2024

A detailed history of Shore Haven Wealth Partners, LLC transactions in Ishares Tr Edge Msci Intl Valu stock. As of the latest transaction made, Shore Haven Wealth Partners, LLC holds 125,447 shares of IVLU stock, worth $3.43 Million. This represents 1.83% of its overall portfolio holdings.

Number of Shares
125,447
Previous 130,180 3.64%
Holding current value
$3.43 Million
Previous $3.57 Million 3.7%
% of portfolio
1.83%
Previous 1.91%

Shares

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

Oct 24, 2024
SELL
$26.43 - $29.86 $125,093 - $141,327
-4,733 Reduced 3.64%
125,447 $3.7 Million
Q2 2024

Jul 24, 2024
SELL
$27.14 - $29.24 $112,902 - $121,638
-4,160 Reduced 3.1%
130,180 $3.57 Million
Q1 2024

May 02, 2024
SELL
$25.93 - $28.27 $143,133 - $156,050
-5,520 Reduced 3.95%
134,340 $3.79 Million
Q4 2023

Feb 06, 2024
SELL
$23.94 - $26.72 $379,401 - $423,458
-15,848 Reduced 10.18%
139,860 $3.71 Million
Q3 2023

Oct 24, 2023
SELL
$24.89 - $26.5 $18,866 - $20,087
-758 Reduced 0.48%
155,708 $3.95 Million
Q2 2023

Jul 19, 2023
SELL
$24.42 - $25.75 $65,738 - $69,319
-2,692 Reduced 1.69%
156,466 $3.98 Million
Q1 2023

Apr 14, 2023
SELL
$23.32 - $25.31 $631,225 - $685,091
-27,068 Reduced 14.54%
159,158 $3.95 Million
Q4 2022

Jan 24, 2023
SELL
$19.77 - $23.67 $113,440 - $135,818
-5,738 Reduced 2.99%
186,226 $0
Q3 2022

Nov 09, 2022
BUY
$19.73 - $23.14 $3.79 Million - $4.44 Million
191,964 New
191,964 $3.79 Million

Others Institutions Holding IVLU

# of Institutions
262
Shares Held
54.3M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR EDGE MSCI INTL VALU

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