Shore Haven Wealth Partners, LLC Ishares Trust Aaa A Rated Corp Transaction History

Shore Haven Wealth Partners, LLC

  • $203 Million
  • Q4 2024

A detailed history of Shore Haven Wealth Partners, LLC transactions in Ishares Trust Aaa A Rated Corp stock. As of the latest transaction made, Shore Haven Wealth Partners, LLC holds 44,519 shares of QLTA stock, worth $2.09 Million. This represents 1.03% of its overall portfolio holdings.

Number of Shares
44,519
Previous 39,163 13.68%
Holding current value
$2.09 Million
Previous $1.92 Million 8.26%
% of portfolio
1.03%
Previous 0.95%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 29, 2025
BUY
$46.69 - $49.2 $250,071 - $263,515
5,356 Added 13.68%
44,519 $2.08 Million
Q3 2024

Oct 24, 2024
SELL
$46.5 - $49.42 $460,722 - $489,653
-9,908 Reduced 20.19%
39,163 $1.92 Million
Q2 2024

Jul 24, 2024
BUY
$45.93 - $47.36 $1.07 Million - $1.11 Million
23,358 Added 90.84%
49,071 $2.3 Million
Q1 2024

May 02, 2024
SELL
$46.83 - $48.13 $478,977 - $492,273
-10,228 Reduced 28.46%
25,713 $1.22 Million
Q4 2023

Feb 06, 2024
SELL
$43.8 - $48.35 $855,852 - $944,759
-19,540 Reduced 35.22%
35,941 $1.73 Million
Q3 2023

Oct 24, 2023
BUY
$45.06 - $47.36 $1.15 Million - $1.21 Million
25,529 Added 85.23%
55,481 $2.5 Million
Q2 2023

Jul 19, 2023
SELL
$46.58 - $48.16 $1.31 Million - $1.35 Million
-28,041 Reduced 48.35%
29,952 $1.41 Million
Q1 2023

Apr 14, 2023
BUY
$46.1 - $48.56 $2.67 Million - $2.82 Million
57,993 New
57,993 $2.77 Million

Others Institutions Holding QLTA

# of Institutions
159
Shares Held
18.3M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TRUST AAA-A RATED CORP

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