Shore Haven Wealth Partners, LLC Ishares Tr Russell 1000 ETF Transaction History

Shore Haven Wealth Partners, LLC

  • $202 Million
  • Q3 2024

A detailed history of Shore Haven Wealth Partners, LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Shore Haven Wealth Partners, LLC holds 2,109 shares of IWB stock, worth $701,305. This represents 0.33% of its overall portfolio holdings.

Number of Shares
2,109
Previous 2,130 0.99%
Holding current value
$701,305
Previous $633,000 4.74%
% of portfolio
0.33%
Previous 0.34%

Shares

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

Oct 24, 2024
SELL
$283.28 - $314.39 $5,948 - $6,602
-21 Reduced 0.99%
2,109 $663,000
Q2 2024

Jul 24, 2024
SELL
$272.21 - $298.72 $146,176 - $160,412
-537 Reduced 20.13%
2,130 $633,000
Q1 2024

May 02, 2024
SELL
$257.46 - $288.1 $2,317 - $2,592
-9 Reduced 0.34%
2,667 $768,000
Q4 2023

Feb 06, 2024
SELL
$225.16 - $263.17 $18,237 - $21,316
-81 Reduced 2.94%
2,676 $701,000
Q3 2023

Oct 24, 2023
BUY
$234.05 - $252.17 $22,468 - $24,208
96 Added 3.61%
2,757 $647,000
Q2 2023

Jul 19, 2023
BUY
$221.85 - $243.74 $19,300 - $21,205
87 Added 3.38%
2,661 $648,000
Q1 2023

Apr 14, 2023
SELL
$208.78 - $230.55 $48,854 - $53,948
-234 Reduced 8.33%
2,574 $579,000
Q4 2022

Jan 24, 2023
SELL
$196.94 - $224.49 $28,753 - $32,775
-146 Reduced 4.94%
2,808 $0
Q3 2022

Nov 09, 2022
BUY
$197.33 - $237.63 $87,219 - $105,032
442 Added 17.6%
2,954 $582,000
Q2 2022

Aug 01, 2022
BUY
$201.03 - $253.2 $504,987 - $636,038
2,512 New
2,512 $521,000

Others Institutions Holding IWB

# of Institutions
1,373
Shares Held
93.2M
Call Options Held
221K
Put Options Held
52.5K
View Full List

About ISHARES TR RUSSELL 1000 ETF

IWB Quotes by TradingView
  • Ticker IWB
  • Sector ETFs
  • Industry ETFs
More about IWB
Track This Portfolio

Track Shore Haven Wealth Partners, LLC Portfolio

Follow Shore Haven Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email