Shore Haven Wealth Partners, LLC Ishares Barclays Transaction History

Shore Haven Wealth Partners, LLC

$237 Million
Q3 2025

A detailed history of Shore Haven Wealth Partners, LLC transactions in Ishares Barclays stock. As of the latest transaction made, Shore Haven Wealth Partners, LLC holds 17,194 shares of IEF stock, worth $1.66 Million. This represents 0.7% of its overall portfolio holdings.

Number of Shares

17,194

Previous 16,844 2.08%

Holding current value

$1.66 Million

Previous $1.61 Million 2.79%

% of portfolio

0.7%

Previous 0.73%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 23, 2025	BUY	$93.91 - $97.26 $32,868 - $34,041	350 Added 2.08%	17,194 $1.66 Million
Q2 2025 Jul 29, 2025	BUY	$93.15 - $96.56 $31,577 - $32,733	339 Added 2.05%	16,844 $1.61 Million
Q1 2025 May 06, 2025	SELL	$91.17 - $95.39 $5,743 - $6,009	-63 Reduced 0.38%	16,505 $1.57 Million
Q4 2024 Jan 29, 2025	BUY	$92.08 - $98.18 $427,159 - $455,457	4,639 Added 38.89%	16,568 $1.53 Million
Q3 2024 Oct 24, 2024	BUY	$92.67 - $99.14 $1.11 Million - $1.18 Million	11,929 New	11,929 $1.17 Million

Q1 2023 Apr 14, 2023	BUY	$94.41 - $100.02 $599,503 - $635,127	6,350 New	6,350 $629,000
Q2 2021 Aug 16, 2021	SELL	$113.04 - $115.78 $20,121 - $20,608	-178 Closed	0 $0
Q1 2021 May 13, 2021	SELL	$112.93 - $119.98 $3.46 Million - $3.68 Million	-30,643 Reduced 99.42%	178 $20,000
Q4 2020 Feb 10, 2021	BUY	$119.27 - $121.81 $3.68 Million - $3.75 Million	30,821 New	30,821 $3.7 Million

Others Institutions Holding IEF

# of Institutions

1,178

Shares Held

341M

Call Options Held

16.7M

Put Options Held

15.9M

View Full List

About ISHARES BARCLAYS

Ticker IEF
Sector ETFs
Industry ETFs

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Shore Haven Wealth Partners, LLC Ishares Barclays Transaction History