Shore Haven Wealth Partners, LLC Ishares Tr Edge Msci Intl Valu Transaction History

Shore Haven Wealth Partners, LLC

$237 Million
Q3 2025

A detailed history of Shore Haven Wealth Partners, LLC transactions in Ishares Tr Edge Msci Intl Valu stock. As of the latest transaction made, Shore Haven Wealth Partners, LLC holds 134,198 shares of IVLU stock, worth $4.96 Million. This represents 2.01% of its overall portfolio holdings.

Number of Shares

134,198

Previous 134,637 0.33%

Holding current value

$4.96 Million

Previous $4.43 Million 7.52%

% of portfolio

2.01%

Previous 2.02%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 23, 2025	SELL	$32.53 - $35.69 $14,280 - $15,667	-439 Reduced 0.33%	134,198 $4.76 Million
Q2 2025 Jul 29, 2025	BUY	$26.69 - $33.44 $10,916 - $13,676	409 Added 0.3%	134,637 $4.43 Million
Q1 2025 May 06, 2025	BUY	$26.71 - $31.58 $255,320 - $301,873	9,559 Added 7.67%	134,228 $4.07 Million
Q4 2024 Jan 29, 2025	SELL	$26.65 - $29.34 $20,733 - $22,826	-778 Reduced 0.62%	124,669 $3.38 Million
Q3 2024 Oct 24, 2024	SELL	$26.43 - $29.86 $125,093 - $141,327	-4,733 Reduced 3.64%	125,447 $3.7 Million

Q2 2024 Jul 24, 2024	SELL	$27.14 - $29.24 $112,902 - $121,638	-4,160 Reduced 3.1%	130,180 $3.57 Million
Q1 2024 May 02, 2024	SELL	$25.93 - $28.27 $143,133 - $156,050	-5,520 Reduced 3.95%	134,340 $3.79 Million
Q4 2023 Feb 06, 2024	SELL	$23.94 - $26.72 $379,401 - $423,458	-15,848 Reduced 10.18%	139,860 $3.71 Million
Q3 2023 Oct 24, 2023	SELL	$24.89 - $26.5 $18,866 - $20,087	-758 Reduced 0.48%	155,708 $3.95 Million
Q2 2023 Jul 19, 2023	SELL	$24.42 - $25.75 $65,738 - $69,319	-2,692 Reduced 1.69%	156,466 $3.98 Million
Q1 2023 Apr 14, 2023	SELL	$23.32 - $25.31 $631,225 - $685,091	-27,068 Reduced 14.54%	159,158 $3.95 Million
Q4 2022 Jan 24, 2023	SELL	$19.77 - $23.67 $113,440 - $135,818	-5,738 Reduced 2.99%	186,226 $0
Q3 2022 Nov 09, 2022	BUY	$19.73 - $23.14 $3.79 Million - $4.44 Million	191,964 New	191,964 $3.79 Million

Others Institutions Holding IVLU

# of Institutions

337

Shares Held

61M

Call Options Held

Put Options Held

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About ISHARES TR EDGE MSCI INTL VALU

Ticker IVLU
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Shore Haven Wealth Partners, LLC Ishares Tr Edge Msci Intl Valu Transaction History