Shore Haven Wealth Partners, LLC Ishares Tr Transaction History

Shore Haven Wealth Partners, LLC

$203 Million
Q4 2024

A detailed history of Shore Haven Wealth Partners, LLC transactions in Ishares Tr stock. As of the latest transaction made, Shore Haven Wealth Partners, LLC holds 16,454 shares of IYE stock, worth $764,452. This represents 0.37% of its overall portfolio holdings.

Number of Shares

16,454

Previous 14,793 11.23%

Holding current value

$764,452

Previous $685,000 9.34%

% of portfolio

0.37%

Previous 0.34%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 29, 2025	BUY	$43.93 - $51.37 $72,967 - $85,325	1,661 Added 11.23%	16,454 $749,000
Q3 2024 Oct 24, 2024	BUY	$44.44 - $49.18 $29,374 - $32,507	661 Added 4.68%	14,793 $685,000
Q2 2024 Jul 24, 2024	BUY	$46.21 - $51.17 $49,444 - $54,751	1,070 Added 8.19%	14,132 $678,000
Q1 2024 May 02, 2024	BUY	$41.9 - $49.4 $65,070 - $76,718	1,553 Added 13.49%	13,062 $645,000
Q4 2023 Feb 06, 2024	BUY	$42.54 - $48.28 $275,914 - $313,144	6,486 Added 129.13%	11,509 $507,000
Q3 2023 Oct 24, 2023	SELL	$41.76 - $48.97 $11,985 - $14,054	-287 Reduced 5.4%	5,023 $238,000
Q2 2023 Jul 19, 2023	SELL	$40.39 - $45.87 $68,137 - $77,382	-1,687 Reduced 24.11%	5,310 $227,000
Q1 2023 Apr 14, 2023	SELL	$40.63 - $49.07 $963,296 - $1.16 Million	-23,709 Reduced 77.21%	6,997 $306,000
Q4 2022 Jan 24, 2023	SELL	$41.43 - $50.5 $110,618 - $134,835	-2,670 Reduced 8.0%	30,706 $0
Q3 2022 Nov 09, 2022	BUY	$36.07 - $45.64 $389,267 - $492,546	10,792 Added 47.79%	33,376 $1.31 Million
Q2 2022 Aug 01, 2022	SELL	$37.64 - $48.83 $865,155 - $1.12 Million	-22,985 Reduced 50.44%	22,584 $860,000
Q1 2022 May 13, 2022	BUY	$31.0 - $42.12 $1.41 Million - $1.92 Million	45,569 New	45,569 $1.86 Million

Others Institutions Holding IYE

# of Institutions

315

Shares Held

14.2M

Call Options Held

16.3K

Put Options Held

1.6K

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About ISHARES TR

Ticker IYE
Sector ETFs
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Shore Haven Wealth Partners, LLC Ishares Tr Transaction History