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 28,898 shares of MBB stock, worth $2.66 Million. This represents 1.31% of its overall portfolio holdings.

Number of Shares
28,898
Previous 27,888 3.62%
Holding current value
$2.66 Million
Previous $2.67 Million 0.82%
% of portfolio
1.31%
Previous 1.32%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 29, 2025
BUY
$91.26 - $95.82 $92,172 - $96,778
1,010 Added 3.62%
28,898 $2.65 Million
Q3 2024

Oct 24, 2024
SELL
$90.85 - $96.66 $118,831 - $126,431
-1,308 Reduced 4.48%
27,888 $2.67 Million
Q2 2024

Jul 24, 2024
SELL
$89.41 - $92.64 $48,549 - $50,303
-543 Reduced 1.83%
29,196 $2.68 Million
Q1 2024

May 02, 2024
SELL
$91.2 - $93.98 $349,752 - $360,413
-3,835 Reduced 11.42%
29,739 $2.75 Million
Q4 2023

Feb 06, 2024
BUY
$85.82 - $94.55 $44,626 - $49,166
520 Added 1.57%
33,574 $3.16 Million
Q3 2023

Oct 24, 2023
BUY
$88.51 - $93.81 $74,790 - $79,269
845 Added 2.62%
33,054 $2.94 Million
Q2 2023

Jul 19, 2023
BUY
$92.54 - $95.74 $1.18 Million - $1.22 Million
12,769 Added 65.68%
32,209 $3 Million
Q1 2023

Apr 14, 2023
SELL
$91.7 - $96.45 $34,662 - $36,458
-378 Reduced 1.91%
19,440 $1.84 Million
Q4 2022

Jan 24, 2023
BUY
$88.67 - $95.44 $1.76 Million - $1.89 Million
19,818 New
19,818 $0
Q2 2022

Aug 01, 2022
SELL
$94.4 - $101.46 $3.68 Million - $3.96 Million
-39,016 Closed
0 $0
Q1 2022

May 13, 2022
SELL
$100.79 - $107.06 $5,039 - $5,353
-50 Reduced 0.13%
39,016 $3.97 Million
Q4 2021

Jan 21, 2022
BUY
$107.03 - $108.32 $4,602 - $4,657
43 Added 0.11%
39,066 $4.2 Million
Q3 2021

Oct 28, 2021
SELL
$107.99 - $108.77 $433,255 - $436,385
-4,012 Reduced 9.32%
39,023 $4.22 Million
Q2 2021

Aug 16, 2021
SELL
$107.91 - $108.86 $13,704 - $13,825
-127 Reduced 0.29%
43,035 $4.66 Million
Q1 2021

May 13, 2021
SELL
$108.32 - $110.29 $50,910 - $51,836
-470 Reduced 1.08%
43,162 $4.68 Million
Q4 2020

Feb 10, 2021
BUY
$109.9 - $110.3 $4.8 Million - $4.81 Million
43,632 New
43,632 $4.81 Million

Others Institutions Holding MBB

# of Institutions
963
Shares Held
330M
Call Options Held
152K
Put Options Held
48.5K
View Full List

About ISHARES TR

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