Shore Haven Wealth Partners, LLC Ishares Iboxx $ Investment Gra Transaction History

Shore Haven Wealth Partners, LLC

$203 Million
Q4 2024

A detailed history of Shore Haven Wealth Partners, LLC transactions in Ishares Iboxx $ Investment Gra stock. As of the latest transaction made, Shore Haven Wealth Partners, LLC holds 17,107 shares of LQD stock, worth $1.85 Million. This represents 0.9% of its overall portfolio holdings.

Number of Shares

17,107

Previous 22,091 22.56%

Holding current value

$1.85 Million

Previous $2.5 Million 26.77%

% of portfolio

0.9%

Previous 1.23%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 29, 2025	SELL	$106.56 - $113.11 $531,095 - $563,740	-4,984 Reduced 22.56%	17,107 $1.83 Million
Q3 2024 Oct 24, 2024	SELL	$106.11 - $113.72 $2.08 Million - $2.23 Million	-19,578 Reduced 46.98%	22,091 $2.5 Million
Q2 2024 Jul 24, 2024	SELL	$104.54 - $108.46 $298,879 - $310,087	-2,859 Reduced 6.42%	41,669 $4.46 Million
Q1 2024 May 02, 2024	SELL	$106.98 - $110.63 $247,872 - $256,329	-2,317 Reduced 4.95%	44,528 $4.85 Million
Q4 2023 Feb 06, 2024	BUY	$98.28 - $111.36 $205,994 - $233,410	2,096 Added 4.68%	46,845 $5.18 Million
Q3 2023 Oct 24, 2023	SELL	$102.02 - $108.51 $1.66 Million - $1.76 Million	-16,255 Reduced 26.65%	44,749 $4.57 Million
Q2 2023 Jul 19, 2023	BUY	$106.02 - $110.43 $1.76 Million - $1.84 Million	16,631 Added 37.48%	61,004 $6.6 Million
Q1 2023 Apr 14, 2023	BUY	$104.89 - $111.81 $754,578 - $804,361	7,194 Added 19.35%	44,373 $4.86 Million
Q4 2022 Jan 24, 2023	SELL	$99.2 - $110.03 $92,950 - $103,098	-937 Reduced 2.46%	37,179 $0
Q3 2022 Nov 09, 2022	BUY	$101.44 - $114.61 $2.27 Million - $2.56 Million	22,369 Added 142.05%	38,116 $3.91 Million
Q2 2022 Aug 01, 2022	SELL	$107.41 - $121.51 $303,970 - $343,873	-2,830 Reduced 15.23%	15,747 $1.73 Million
Q1 2022 May 13, 2022	BUY	$118.44 - $131.22 $2.2 Million - $2.44 Million	18,577 New	18,577 $2.25 Million

Others Institutions Holding LQD

# of Institutions

1,224

Shares Held

235M

Call Options Held

40.2M

Put Options Held

37.7M

View Full List

About ISHARES IBOXX $ INVESTMENT GRA

Ticker LQD
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Shore Haven Wealth Partners, LLC Ishares Iboxx $ Investment Gra Transaction History