A detailed history of Balboa Wealth Partners transactions in Ishares Tr stock. As of the latest transaction made, Balboa Wealth Partners holds 6,139 shares of IFRA stock, worth $302,529. This represents 0.07% of its overall portfolio holdings.

Number of Shares
6,139
Previous 11,568 46.93%
Holding current value
$302,529
Previous $487,000 40.86%
% of portfolio
0.07%
Previous 0.13%

Shares

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

Nov 06, 2024

SELL
$41.55 - $46.97 $225,574 - $255,000
-5,429 Reduced 46.93%
6,139 $288,000
Q2 2024

Aug 13, 2024

BUY
$41.22 - $44.87 $225,061 - $244,990
5,460 Added 89.39%
11,568 $487,000
Q1 2024

May 13, 2024

SELL
$38.14 - $43.36 $131,735 - $149,765
-3,454 Reduced 36.12%
6,108 $264,000
Q4 2023

Feb 09, 2024

SELL
$34.58 - $40.63 $24,102 - $28,319
-697 Reduced 6.79%
9,562 $385,000
Q3 2023

Oct 23, 2023

BUY
$36.59 - $40.45 $439 - $485
12 Added 0.12%
10,259 $375,000
Q2 2023

Aug 08, 2023

SELL
$35.99 - $39.08 $76,334 - $82,888
-2,121 Reduced 17.15%
10,247 $400,000
Q1 2023

May 11, 2023

SELL
$35.21 - $39.8 $104,679 - $118,325
-2,973 Reduced 19.38%
12,368 $461,000
Q4 2022

Feb 14, 2023

BUY
$32.43 - $38.16 $212,513 - $250,062
6,553 Added 74.57%
15,341 $556,000
Q3 2022

Jan 04, 2023

BUY
$32.24 - $39.24 $283,325 - $344,841
8,788 New
8,788 $283,000

Others Institutions Holding IFRA

About ISHARES TR


  • Ticker IFRA
  • Sector ETFs
  • Industry ETFs
More about IFRA
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