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 402,888 shares of LRGF stock, worth $25.1 Million. This represents 11.99% of its overall portfolio holdings.

Number of Shares

402,888

Previous 410,126 1.76%

Holding current value

$25.1 Million

Previous $24.1 Million 0.88%

% of portfolio

11.99%

Previous 11.91%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 29, 2025	SELL	$58.25 - $63.26 $421,613 - $457,875	-7,238 Reduced 1.76%	402,888 $24.3 Million
Q3 2024 Oct 24, 2024	SELL	$52.89 - $58.77 $303,482 - $337,222	-5,738 Reduced 1.38%	410,126 $24.1 Million
Q2 2024 Jul 24, 2024	SELL	$50.75 - $56.08 $712,580 - $787,419	-14,041 Reduced 3.27%	415,864 $23.2 Million
Q1 2024 May 02, 2024	SELL	$47.39 - $53.82 $291,969 - $331,585	-6,161 Reduced 1.41%	429,905 $23.1 Million
Q4 2023 Feb 06, 2024	BUY	$41.5 - $48.47 $1.4 Million - $1.64 Million	33,818 Added 8.41%	436,066 $21.1 Million
Q3 2023 Oct 24, 2023	SELL	$43.03 - $46.09 $70,913 - $75,956	-1,648 Reduced 0.41%	402,248 $17.4 Million
Q2 2023 Jul 19, 2023	SELL	$40.55 - $44.56 $362,070 - $397,876	-8,929 Reduced 2.16%	403,896 $18 Million
Q1 2023 Apr 14, 2023	BUY	$38.59 - $42.55 $15.9 Million - $17.6 Million	412,825 New	412,825 $17.1 Million

Others Institutions Holding LRGF

# of Institutions

216

Shares Held

34.4M

Call Options Held

Put Options Held

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About ISHARES TR

Ticker LRGF
Sector ETFs
Industry ETFs

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Shore Haven Wealth Partners, LLC Ishares Tr Transaction History