Balboa Wealth Partners Ishares Tr Transaction History

Balboa Wealth Partners

  • $398 Million
  • Q1 2025

A detailed history of Balboa Wealth Partners transactions in Ishares Tr stock. As of the latest transaction made, Balboa Wealth Partners holds 18,477 shares of IEFA stock, worth $1.45 Million. This represents 0.35% of its overall portfolio holdings.

Number of Shares
18,477
Previous 19,705 6.23%
Holding current value
$1.45 Million
Previous $1.38 Million 0.94%
% of portfolio
0.35%
Previous 0.33%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
2,251
Shares Held
1.54B
Call Options Held
106K
Put Options Held
10.5K
View Full List

About ISHARES TR

IEFA Quotes by TradingView
  • Ticker IEFA
  • Sector ETFs
  • Industry ETFs
More about IEFA
Track This Portfolio

Track Balboa Wealth Partners Portfolio

Follow Balboa Wealth Partners and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Balboa Wealth Partners, based on Form 13F filings with the SEC.

News

Stay updated on Balboa Wealth Partners with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email