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 5,115 shares of IYH stock, worth $310,889. This represents 0.18% of its overall portfolio holdings.

Number of Shares

5,115

Previous 1,129 353.06%

Holding current value

$310,889

Previous $323,000 2.17%

% of portfolio

0.18%

Previous 0.2%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 02, 2024	BUY	$60.83 - $309.78 $242,468 - $1.23 Million	3,986 Added 353.06%	5,115 $316,000
Q4 2023 Feb 06, 2024	SELL	$257.23 - $286.28 $414,654 - $461,483	-1,612 Reduced 58.81%	1,129 $323,000
Q3 2023 Oct 24, 2023	SELL	$270.07 - $286.44 $147,998 - $156,969	-548 Reduced 16.66%	2,741 $740,000
Q2 2023 Jul 19, 2023	BUY	$267.13 - $285.74 $82,008 - $87,722	307 Added 10.3%	3,289 $921,000
Q1 2023 Apr 14, 2023	SELL	$260.66 - $283.72 $106,088 - $115,474	-407 Reduced 12.01%	2,982 $814,000

Q4 2022 Jan 24, 2023	BUY	$269.55 - $291.18 $46,632 - $50,374	173 Added 5.38%	3,389 $0
Q3 2022 Nov 09, 2022	BUY	$256.71 - $281.89 $102,170 - $112,192	398 Added 14.12%	3,216 $813,000
Q2 2022 Aug 01, 2022	BUY	$249.77 - $300.0 $703,851 - $845,400	2,818 New	2,818 $757,000

Others Institutions Holding IYH

# of Institutions

515

Shares Held

26.8M

Call Options Held

51.3K

Put Options Held

View Full List

About ISHARES TR

Ticker IYH
Sector ETFs
Industry ETFs

More about IYH

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Shore Haven Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Shore Haven Wealth Partners, LLC with notifications on news.

Account

Shore Haven Wealth Partners, LLC Ishares Tr Transaction History