Balboa Wealth Partners Ishares Tr Transaction History

Balboa Wealth Partners

  • $389 Million
  • Q3 2024

A detailed history of Balboa Wealth Partners transactions in Ishares Tr stock. As of the latest transaction made, Balboa Wealth Partners holds 28,998 shares of IYF stock, worth $3.15 Million. This represents 0.77% of its overall portfolio holdings.

Number of Shares
28,998
Previous 29,642 2.17%
Holding current value
$3.15 Million
Previous $2.8 Million 7.46%
% of portfolio
0.77%
Previous 0.76%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 06, 2024
SELL
$93.83 - $105.05 $60,426 - $67,652
-644 Reduced 2.17%
28,998 $3.01 Million
Q2 2024

Aug 13, 2024
BUY
$89.39 - $96.85 $228,659 - $247,742
2,558 Added 9.44%
29,642 $2.8 Million
Q1 2024

May 13, 2024
BUY
$83.91 - $95.65 $971,174 - $1.11 Million
11,574 Added 74.62%
27,084 $2.59 Million
Q4 2023

Feb 09, 2024
BUY
$70.7 - $85.68 $1.1 Million - $1.33 Million
15,510 New
15,510 $1.32 Million
Q2 2023

Aug 08, 2023
BUY
$68.91 - $74.74 $521,166 - $565,258
7,563 New
7,563 $564,000

Others Institutions Holding IYF

# of Institutions
409
Shares Held
18M
Call Options Held
19.7K
Put Options Held
3.9K
View Full List

About ISHARES TR

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