Shore Haven Wealth Partners, LLC Ishares S&P Small Cap 600 Grow Transaction History

Shore Haven Wealth Partners, LLC

  • $237 Million
  • Q3 2025

A detailed history of Shore Haven Wealth Partners, LLC transactions in Ishares S&P Small Cap 600 Grow stock. As of the latest transaction made, Shore Haven Wealth Partners, LLC holds 2,259 shares of IJT stock, worth $310,612. This represents 0.13% of its overall portfolio holdings.

Number of Shares
2,259
Previous 2,259 -0.0%
Holding current value
$310,612
Previous $300,000 6.33%
% of portfolio
0.13%
Previous 0.14%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 06, 2025
SELL
$121.0 - $142.28 $14,157 - $16,646
-117 Reduced 4.92%
2,259 $281,000
Q4 2024

Jan 29, 2025
SELL
$134.53 - $150.65 $403 - $451
-3 Reduced 0.13%
2,376 $321,000
Q3 2024

Oct 24, 2024
SELL
$127.29 - $141.5 $4,455 - $4,952
-35 Reduced 1.45%
2,379 $331,000
Q2 2024

Jul 24, 2024
BUY
$121.57 - $132.2 $1,215 - $1,322
10 Added 0.42%
2,414 $310,000
Q1 2024

May 02, 2024
SELL
$119.97 - $130.73 $5,398 - $5,882
-45 Reduced 1.84%
2,404 $314,000
Q4 2023

Feb 06, 2024
SELL
$103.08 - $127.26 $14,637 - $18,070
-142 Reduced 5.48%
2,449 $306,000
Q3 2023

Oct 24, 2023
SELL
$108.37 - $120.85 $22,757 - $25,378
-210 Reduced 7.5%
2,591 $284,000
Q2 2023

Jul 19, 2023
SELL
$104.35 - $114.93 $479,175 - $527,758
-4,592 Reduced 62.11%
2,801 $321,000
Q1 2023

Apr 14, 2023
SELL
$105.46 - $120.16 $137,098 - $156,208
-1,300 Reduced 14.95%
7,393 $812,000
Q4 2022

Jan 24, 2023
SELL
$102.93 - $117.14 $35,716 - $40,647
-347 Reduced 3.84%
8,693 $0
Q3 2022

Nov 09, 2022
BUY
$100.74 - $123.41 $53,392 - $65,407
530 Added 6.23%
9,040 $919,000
Q2 2022

Aug 01, 2022
BUY
$101.11 - $126.58 $860,446 - $1.08 Million
8,510 New
8,510 $896,000

Others Institutions Holding IJT

# of Institutions
823
Shares Held
27.3M
Call Options Held
8.2K
Put Options Held
4K
View Full List

About ISHARES S&P SMALL CAP 600 GROW

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