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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

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Quarterly reported holdings in Ishares Tr by ShoreHaven Wealth Partners

Quarter filed Position value Share count Share price at filing
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

More positions owned by ShoreHaven Wealth Partners

Ishares Tr U S Equity Factr (LRGF)
Ishares Tr S&p 500 Grwt Etf (IVW)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Wisdomtree Tr Glb Us Qtly Div (DNL)
Ishares Msci Emrg Chn (EMXC)
Ishares Tr Eafe Value Etf (EFV)
Apple (AAPL)
Ishares Tr Rus Top 200 Etf (IWL)
Spdr Ser Tr SPDR S&P1500VL (VLU)
Blackrock Etf Trust Ii Flexible Income (BINC)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr Msci Intl Vlu Ft (IVLU)

View all positions for ShoreHaven Wealth Partners

Top funds holding Ishares Tr

Alan Leist III
Halbert Hargrove Global Advisors
SigFig Wealth Management
Wells Fargo & Company
Ullmann Financial
Plan
Bsc Private Wealth Management
Jpmorgan Chase & Co
Cardinal Point Capital Management, ULC
Integrated Wealth Concepts
Morgan Stanley
Stokes Family Office
Phillips Financial Management
Colony
Affinity Wealth Management

View all funds holding Ishares Tr