Shore Haven Wealth Partners, LLC Ishares 0 5 Year High Yield CO Transaction History

Shore Haven Wealth Partners, LLC

$178 Million
Q1 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Jan 24, 2023	BUY	$40.29 - $41.87 $2.92 Million - $3.03 Million	72,396 New	72,396 $0
Q2 2022 Aug 01, 2022	SELL	$40.27 - $44.02 $2.71 Million - $2.96 Million	-67,258 Closed	0 $0
Q1 2022 May 13, 2022	SELL	$43.01 - $45.26 $2.74 Million - $2.88 Million	-63,653 Reduced 48.62%	67,258 $2.96 Million
Q4 2021 Jan 21, 2022	BUY	$44.73 - $45.64 $28,627 - $29,209	640 Added 0.49%	130,911 $5.93 Million
Q3 2021 Oct 28, 2021	BUY	$45.45 - $46.0 $1.03 Million - $1.04 Million	22,650 Added 21.05%	130,271 $5.95 Million

Q2 2021 Aug 16, 2021	BUY	$45.56 - $46.09 $2.38 Million - $2.4 Million	52,144 Added 93.99%	107,621 $4.96 Million
Q1 2021 May 13, 2021	BUY	$45.28 - $45.81 $2.51 Million - $2.54 Million	55,477 New	55,477 $2.54 Million

Others Institutions Holding SHYG

# of Institutions

529

Shares Held

119M

Call Options Held

0

Put Options Held

0

Royal Bank Of Canada Toronto, A6

11M
Shares

$464 Million
0.11% of portfolio
Personal Capital Advisors Corp

8.07M
Shares

$340 Million
1.6% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

7.49M
Shares

$316 Million
1.19% of portfolio
Bramshill Investments, LLC Naples, FL

6.89M
Shares

$291 Million
34.93% of portfolio
Japan Science & Technology Agency Tokyo, M0

5.07M
Shares

$214 Million
2.68% of portfolio

About ISHARES 0-5 YEAR HIGH YIELD CO

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