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
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Quarterly reported holdings in Ishares Tr by ShoreHaven Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.4M | 79k | 69.08 |
| 2025-06-30 | $5.0M | 79k | 64.13 |
| 2025-03-31 | $4.7M | 81k | 57.88 |
| 2024-12-31 | $24M | 403k | 60.35 |
| 2024-09-30 | $24M | 410k | 58.77 |
| 2024-06-30 | $23M | 416k | 55.69 |
| 2024-03-31 | $23M | 430k | 53.81 |
| 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 |
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