Shore Haven Wealth Partners, LLC Ishares Tr Transaction History

Shore Haven Wealth Partners, LLC

  • $237 Million
  • Q3 2025

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 78,558 shares of LRGF stock, worth $5.39 Million. This represents 2.29% of its overall portfolio holdings.

Number of Shares
78,558
Previous 78,573 0.02%
Holding current value
$5.39 Million
Previous $5.04 Million 7.7%
% of portfolio
2.29%
Previous 2.29%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 23, 2025
SELL
$64.13 - $69.24 $961 - $1,038
-15 Reduced 0.02%
78,558 $5.43 Million
Q2 2025

Jul 29, 2025
SELL
$51.37 - $64.13 $122,620 - $153,078
-2,387 Reduced 2.95%
78,573 $5.04 Million
Q1 2025

May 06, 2025
SELL
$56.95 - $63.95 $18.3 Million - $20.6 Million
-321,928 Reduced 79.91%
80,960 $4.69 Million
Q4 2024

Jan 29, 2025
SELL
$58.25 - $63.26 $421,613 - $457,875
-7,238 Reduced 1.76%
402,888 $24.3 Million
Q3 2024

Oct 24, 2024
SELL
$52.89 - $58.77 $303,482 - $337,222
-5,738 Reduced 1.38%
410,126 $24.1 Million
Q2 2024

Jul 24, 2024
SELL
$50.75 - $56.08 $712,580 - $787,419
-14,041 Reduced 3.27%
415,864 $23.2 Million
Q1 2024

May 02, 2024
SELL
$47.39 - $53.82 $291,969 - $331,585
-6,161 Reduced 1.41%
429,905 $23.1 Million
Q4 2023

Feb 06, 2024
BUY
$41.5 - $48.47 $1.4 Million - $1.64 Million
33,818 Added 8.41%
436,066 $21.1 Million
Q3 2023

Oct 24, 2023
SELL
$43.03 - $46.09 $70,913 - $75,956
-1,648 Reduced 0.41%
402,248 $17.4 Million
Q2 2023

Jul 19, 2023
SELL
$40.55 - $44.56 $362,070 - $397,876
-8,929 Reduced 2.16%
403,896 $18 Million
Q1 2023

Apr 14, 2023
BUY
$38.59 - $42.55 $15.9 Million - $17.6 Million
412,825 New
412,825 $17.1 Million

Others Institutions Holding LRGF

# of Institutions
234
Shares Held
37.9M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR

LRGF Quotes by TradingView
  • Ticker LRGF
  • Sector ETFs
  • Industry ETFs
More about LRGF
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