Shore Haven Wealth Partners, LLC Ishares Tr Russell 200 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 200 ETF stock. As of the latest transaction made, Shore Haven Wealth Partners, LLC holds 38,597 shares of IWL stock, worth $5.7 Million. This represents 2.68% of its overall portfolio holdings.

Number of Shares
38,597
Previous 43,136 10.52%
Holding current value
$5.7 Million
Previous $5.78 Million 6.2%
% of portfolio
2.68%
Previous 3.09%

Shares

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

Oct 24, 2024
SELL
$126.32 - $140.44 $573,366 - $637,457
-4,539 Reduced 10.52%
38,597 $5.42 Million
Q1 2024

May 02, 2024
SELL
$113.2 - $127.12 $2,377 - $2,669
-21 Reduced 0.05%
43,136 $5.48 Million
Q4 2023

Feb 06, 2024
SELL
$99.76 - $115.49 $55,666 - $64,443
-558 Reduced 1.28%
43,157 $4.97 Million
Q3 2023

Oct 24, 2023
SELL
$103.05 - $110.14 $15,869 - $16,961
-154 Reduced 0.35%
43,715 $4.52 Million
Q2 2023

Jul 19, 2023
SELL
$96.37 - $106.64 $87,889 - $97,255
-912 Reduced 2.04%
43,869 $4.68 Million
Q1 2023

Apr 14, 2023
SELL
$89.07 - $98.04 $2.66 Million - $2.92 Million
-29,829 Reduced 39.98%
44,781 $4.36 Million
Q4 2022

Jan 24, 2023
BUY
$84.55 - $96.02 $1.35 Million - $1.53 Million
15,946 Added 27.18%
74,610 $0
Q3 2022

Nov 09, 2022
BUY
$84.9 - $102.29 $1.66 Million - $2 Million
19,577 Added 50.09%
58,664 $4.98 Million
Q2 2022

Aug 01, 2022
BUY
$86.81 - $109.4 $3.39 Million - $4.28 Million
39,087 New
39,087 $3.51 Million

Others Institutions Holding IWL

# of Institutions
168
Shares Held
7.22M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR RUSSELL 200 ETF

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