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

Shore Haven Wealth Partners, LLC

  • $220 Million
  • Q2 2025

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 79,024 shares of QLTA stock, worth $3.85 Million. This represents 1.72% of its overall portfolio holdings.

Number of Shares
79,024
Previous 84,688 6.69%
Holding current value
$3.85 Million
Previous $4.03 Million 6.09%
% of portfolio
1.72%
Previous 2.1%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 29, 2025
SELL
$46.39 - $47.84 $262,752 - $270,965
-5,664 Reduced 6.69%
79,024 $3.78 Million
Q1 2025

May 06, 2025
BUY
$46.18 - $47.84 $1.86 Million - $1.92 Million
40,169 Added 90.23%
84,688 $4.03 Million
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
189
Shares Held
23.4M
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
Track This Portfolio

Track Shore Haven Wealth Partners, LLC Portfolio

Follow Shore Haven Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email