Shore Haven Wealth Partners, LLC Ishares Tr Transaction History

Shore Haven Wealth Partners, LLC

$203 Million
Q4 2024

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 30,518 shares of IFRA stock, worth $1.35 Million. This represents 0.7% of its overall portfolio holdings.

Number of Shares

30,518

Previous 31,798 4.03%

Holding current value

$1.35 Million

Previous $1.49 Million 5.43%

% of portfolio

0.7%

Previous 0.74%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 29, 2025	SELL	$45.94 - $51.71 $58,803 - $66,188	-1,280 Reduced 4.03%	30,518 $1.41 Million
Q3 2024 Oct 24, 2024	BUY	$41.55 - $46.97 $147,959 - $167,260	3,561 Added 12.61%	31,798 $1.49 Million
Q2 2024 Jul 24, 2024	BUY	$41.22 - $44.87 $41,508 - $45,184	1,007 Added 3.7%	28,237 $1.19 Million
Q1 2024 May 02, 2024	BUY	$38.14 - $43.36 $30,893 - $35,121	810 Added 3.07%	27,230 $1.18 Million
Q4 2023 Feb 06, 2024	BUY	$34.58 - $40.63 $78,462 - $92,189	2,269 Added 9.4%	26,420 $1.06 Million
Q3 2023 Oct 24, 2023	BUY	$36.59 - $40.45 $27,479 - $30,377	751 Added 3.21%	24,151 $883,000
Q2 2023 Jul 19, 2023	BUY	$35.99 - $39.08 $30,843 - $33,491	857 Added 3.8%	23,400 $914,000
Q1 2023 Apr 14, 2023	BUY	$35.21 - $39.8 $281 - $318	8 Added 0.04%	22,543 $841,000
Q4 2022 Jan 24, 2023	BUY	$32.43 - $38.16 $13,880 - $16,332	428 Added 1.94%	22,535 $0
Q3 2022 Nov 09, 2022	SELL	$32.24 - $39.24 $282,680 - $344,056	-8,768 Reduced 28.4%	22,107 $712,000
Q2 2022 Aug 01, 2022	BUY	$32.87 - $39.92 $1.01 Million - $1.23 Million	30,875 New	30,875 $1.05 Million

Others Institutions Holding IFRA

# of Institutions

469

Shares Held

49.7M

Call Options Held

Put Options Held

100

View Full List

About ISHARES TR

Ticker IFRA
Sector ETFs
Industry ETFs

More about IFRA

Track This Portfolio

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.

Account

Shore Haven Wealth Partners, LLC Ishares Tr Transaction History