Balboa Wealth Partners Ishares Tr Transaction History

Balboa Wealth Partners

  • $476 Million
  • Q2 2025

A detailed history of Balboa Wealth Partners transactions in Ishares Tr stock. As of the latest transaction made, Balboa Wealth Partners holds 24,793 shares of IEFA stock, worth $2.16 Million. This represents 0.43% of its overall portfolio holdings.

Number of Shares
24,793
Previous 18,477 34.18%
Holding current value
$2.16 Million
Previous $1.4 Million 48.1%
% of portfolio
0.43%
Previous 0.35%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 29, 2025
BUY
$67.83 - $84.09 $428,414 - $531,112
6,316 Added 34.18%
24,793 $2.07 Million
Q1 2025

Apr 23, 2025
SELL
$69.57 - $78.65 $85,431 - $96,582
-1,228 Reduced 6.23%
18,477 $1.4 Million
Q4 2024

Feb 10, 2025
BUY
$70.06 - $77.43 $237,503 - $262,487
3,390 Added 20.78%
19,705 $1.38 Million
Q3 2024

Nov 06, 2024
BUY
$70.09 - $78.74 $178,238 - $200,235
2,543 Added 18.47%
16,315 $1.27 Million
Q2 2024

Aug 13, 2024
BUY
$70.77 - $76.19 $974,644 - $1.05 Million
13,772 New
13,772 $1 Million

Others Institutions Holding IEFA

# of Institutions
2,355
Shares Held
1.56B
Call Options Held
108K
Put Options Held
37.6K
View Full List

About ISHARES TR

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