Balboa Wealth Partners Ishares Tr Transaction History

Balboa Wealth Partners

$422 Million
Q4 2024

A detailed history of Balboa Wealth Partners transactions in Ishares Tr stock. As of the latest transaction made, Balboa Wealth Partners holds 22,666 shares of IYF stock, worth $2.66 Million. This represents 0.59% of its overall portfolio holdings.

Number of Shares

22,666

Previous 28,998 21.84%

Holding current value

$2.66 Million

Previous $3.01 Million 16.8%

% of portfolio

0.59%

Previous 0.77%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 10, 2025	SELL	$102.7 - $119.05 $650,296 - $753,824	-6,332 Reduced 21.84%	22,666 $2.51 Million
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

458

Shares Held

19.8M

Call Options Held

28.3K

Put Options Held

35.3K

View Full List

About ISHARES TR

Ticker IYF
Sector ETFs
Industry ETFs

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Balboa Wealth Partners Ishares Tr Transaction History