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 $5.55 Million. This represents 2.68% of its overall portfolio holdings.

Number of Shares

38,597

Previous 43,136 10.52%

Holding current value

$5.55 Million

Previous $5.78 Million 6.2%

% of portfolio

2.68%

Previous 3.09%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

164

Shares Held

7.09M

Call Options Held

Put Options Held

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About ISHARES TR RUSSELL 200 ETF

Ticker IWL
Sector ETFs
Industry ETFs

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Shore Haven Wealth Partners, LLC Ishares Tr Russell 200 ETF Transaction History