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 8,155 shares of EMB stock, worth $782,635. This represents 0.33% of its overall portfolio holdings.

Number of Shares
8,155
Previous 8,051 1.29%
Holding current value
$782,635
Previous $745,000 4.16%
% of portfolio
0.33%
Previous 0.34%

Shares

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

Oct 23, 2025
BUY
$91.52 - $95.59 $9,518 - $9,941
104 Added 1.29%
8,155 $776,000
Q2 2025

Jul 29, 2025
BUY
$86.54 - $92.62 $2,942 - $3,149
34 Added 0.42%
8,051 $745,000
Q1 2025

May 06, 2025
SELL
$88.64 - $92.03 $28,542 - $29,633
-322 Reduced 3.86%
8,017 $726,000
Q4 2024

Jan 29, 2025
SELL
$88.94 - $93.46 $2,757 - $2,897
-31 Reduced 0.37%
8,339 $742,000
Q3 2024

Oct 24, 2024
BUY
$87.75 - $93.74 $7,020 - $7,499
80 Added 0.97%
8,370 $783,000
Q2 2024

Jul 24, 2024
SELL
$86.66 - $89.88 $364,405 - $377,945
-4,205 Reduced 33.65%
8,290 $733,000
Q1 2024

May 02, 2024
BUY
$86.49 - $90.08 $427,087 - $444,815
4,938 Added 65.34%
12,495 $1.12 Million
Q4 2023

Feb 06, 2024
BUY
$79.71 - $89.68 $22,717 - $25,558
285 Added 3.92%
7,557 $673,000
Q3 2023

Oct 24, 2023
SELL
$82.42 - $87.68 $11,786 - $12,538
-143 Reduced 1.93%
7,272 $600,000
Q2 2023

Jul 19, 2023
SELL
$83.9 - $86.54 $217,217 - $224,052
-2,589 Reduced 25.88%
7,415 $641,000
Q1 2023

Apr 14, 2023
BUY
$83.99 - $89.55 $840,235 - $895,858
10,004 New
10,004 $863,000
Q2 2022

Aug 01, 2022
SELL
$84.66 - $98.11 $22,180 - $25,704
-262 Reduced 3.07%
8,276 $706,000
Q1 2022

May 13, 2022
BUY
$93.87 - $107.98 $801,462 - $921,933
8,538 New
8,538 $834,000
Q2 2021

Aug 16, 2021
SELL
$109.25 - $112.9 $41,624 - $43,014
-381 Closed
0 $0
Q1 2021

May 13, 2021
SELL
$106.72 - $115.35 $1.26 Million - $1.37 Million
-11,839 Reduced 96.88%
381 $41,000
Q4 2020

Feb 10, 2021
BUY
$109.8 - $115.91 $1.34 Million - $1.42 Million
12,220 New
12,220 $1.42 Million

Others Institutions Holding EMB

# of Institutions
1,027
Shares Held
139M
Call Options Held
4.25M
Put Options Held
9.47M
View Full List

About ISHARES TR

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