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 $788,640. This represents 0.37% of its overall portfolio holdings.
Number of Shares
16,454
Previous 14,793
11.23%
Holding current value
$788,640
Previous $685,000
9.34%
% of portfolio
0.37%
Previous 0.34%
Shares
12 transactions
Others Institutions Holding IYE
# of Institutions
341Shares Held
15.4MCall Options Held
9.8KPut Options Held
1.1K-
Morgan Stanley New York, NY2.11MShares$101 Million0.01% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ1.45MShares$69.7 Million1.3% of portfolio
-
Bank Of America Corp Charlotte, NC1.24MShares$59.3 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA1.05MShares$50.3 Million0.01% of portfolio
-
Ubs Group Ag916KShares$43.9 Million0.01% of portfolio