Shore Haven Wealth Partners, LLC Ishares Tr Broad Usd Inbd Etfv Transaction History

Shore Haven Wealth Partners, LLC

$203 Million
Q4 2024

A detailed history of Shore Haven Wealth Partners, LLC transactions in Ishares Tr Broad Usd Inbd Etfv stock. As of the latest transaction made, Shore Haven Wealth Partners, LLC holds 5,782 shares of USIG stock, worth $297,368. This represents 0.14% of its overall portfolio holdings.

Number of Shares

5,782

Previous 11,027 47.57%

Holding current value

$297,368

Previous $579,000 49.91%

% of portfolio

0.14%

Previous 0.29%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 29, 2025	SELL	$50.14 - $52.56 $262,984 - $275,677	-5,245 Reduced 47.57%	5,782 $290,000
Q3 2024 Oct 24, 2024	SELL	$49.82 - $52.8 $517,430 - $548,380	-10,386 Reduced 48.5%	11,027 $579,000
Q2 2024 Jul 24, 2024	SELL	$49.21 - $50.7 $457,702 - $471,560	-9,301 Reduced 30.28%	21,413 $1.08 Million
Q1 2024 May 02, 2024	SELL	$50.05 - $51.32 $77,227 - $79,186	-1,543 Reduced 4.78%	30,714 $1.56 Million
Q4 2023 Feb 06, 2024	BUY	$46.72 - $51.48 $721,683 - $795,211	15,447 Added 91.89%	32,257 $1.65 Million
Q3 2023 Oct 24, 2023	BUY	$48.03 - $50.28 $807,384 - $845,206	16,810 New	16,810 $808,000
Q1 2023 Apr 14, 2023	BUY	$49.01 - $51.53 $659,037 - $692,923	13,447 New	13,447 $681,000
Q2 2022 Aug 01, 2022	BUY	$49.92 - $55.16 $1.85 Million - $2.04 Million	36,980 New	36,980 $1.88 Million

Others Institutions Holding USIG

# of Institutions

462

Shares Held

177M

Call Options Held

21.4K

Put Options Held

View Full List

About ISHARES TR BROAD USD INBD ETFV

Ticker USIG
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Shore Haven Wealth Partners, LLC Ishares Tr Broad Usd Inbd Etfv Transaction History