ShoreHaven Wealth Partners »

Ishares Tr shares owned by ShoreHaven Wealth Partners

Quarter-by-quarter ownership of Ishares Tr (LRGF) shares owned by ShoreHaven Wealth Partners from 13F filings

Historical chart of ShoreHaven Wealth Partners investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr held by ShoreHaven Wealth Partners consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ishares Tr by ShoreHaven Wealth Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $21M 436k 48.29
2023-09-30 $17M 402k 43.32
2023-06-30 $18M 404k 44.56
2023-03-31 $17M 413k 41.44

More positions owned by ShoreHaven Wealth Partners

Ishares Tr U S Equity Factr (LRGF)
Ishares Tr S&p 500 Grwt Etf (IVW)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Wisdomtree Tr Glb Us Qtly Div (DNL)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Ishares Tr Eafe Value Etf (EFV)
Apple (AAPL)
Ishares Tr Rus Top 200 Etf (IWL)
Spdr Ser Tr SPDR S&P1500VL (VLU)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Spdr Ser Tr Portfolio Crport (SPBO)
Ishares Tr Msci Intl Vlu Ft (IVLU)
Ishares Msci Emrg Chn (EMXC)

View all positions for ShoreHaven Wealth Partners

Top funds holding Ishares Tr

Alan Leist III
SigFig Wealth Management
Tolleson Wealth Management
Wells Fargo & Company
Plan
Ullmann Financial
Stokes Family Office
Bsc Private Wealth Management
Halbert Hargrove Global Advisors
Jpmorgan Chase & Co
Phillips Financial Management
Cardinal Point Capital Management, ULC
Colony
Cora Capital Advisors
Bank of America Corporation

View all funds holding Ishares Tr