Shore Haven Wealth Partners, LLC Ishares Tr Transaction History
Shore Haven Wealth Partners, LLC
- $178 Million
- Q1 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 13,062 shares of IYE stock, worth $629,457. This represents 0.36% of its overall portfolio holdings.
Number of Shares
13,062
Previous 11,509
13.49%
Holding current value
$629,457
Previous $507,000
27.22%
% of portfolio
0.36%
Previous 0.31%
Shares
9 transactions
Others Institutions Holding IYE
# of Institutions
331Shares Held
14.8MCall Options Held
38.1KPut Options Held
2.9K-
Morgan Stanley New York, NY2.05MShares$98.6 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC1.46MShares$70.4 Million0.01% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ1.45MShares$69.7 Million1.79% of portfolio
-
Wells Fargo & Company San Francisco, CA985KShares$47.5 Million0.01% of portfolio
-
Goldman Sachs Group Inc New York, NY614KShares$29.6 Million0.01% of portfolio