Balboa Wealth Partners Ishares U.S. Consumer Discreti Transaction History

Balboa Wealth Partners

  • $422 Million
  • Q4 2024

A detailed history of Balboa Wealth Partners transactions in Ishares U.S. Consumer Discreti stock. As of the latest transaction made, Balboa Wealth Partners holds 23,551 shares of IYC stock, worth $2.38 Million. This represents 0.54% of its overall portfolio holdings.

Number of Shares
23,551
Holding current value
$2.38 Million
% of portfolio
0.54%

Shares

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

Feb 10, 2025
BUY
$85.96 - $101.28 $2.02 Million - $2.39 Million
23,551 New
23,551 $2.26 Million
Q1 2024

May 13, 2024
BUY
$73.41 - $82.04 $975,765 - $1.09 Million
13,292 Added 76.15%
30,747 $2.52 Million
Q4 2023

Feb 09, 2024
BUY
$63.1 - $76.8 $1.1 Million - $1.34 Million
17,455 New
17,455 $1.32 Million
Q2 2023

Aug 08, 2023
BUY
$62.69 - $71.17 $502,523 - $570,498
8,016 New
8,016 $570,000

Others Institutions Holding IYC

# of Institutions
271
Shares Held
9.51M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES U.S. CONSUMER DISCRETI

IYC Quotes by TradingView
  • Ticker IYC
  • Sector ETFs
  • Industry Closed-End Fund - Equity
More about IYC
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