Balboa Wealth Partners Ishares S&P Small Cap 600 Grow Transaction History

Balboa Wealth Partners

$552 Million
Q3 2025

A detailed history of Balboa Wealth Partners transactions in Ishares S&P Small Cap 600 Grow stock. As of the latest transaction made, Balboa Wealth Partners holds 1,659 shares of IJT stock, worth $228,112. This represents 0.04% of its overall portfolio holdings.

Number of Shares

1,659

Holding current value

$228,112

% of portfolio

0.04%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Nov 06, 2025	BUY	$131.47 - $143.64 $218,108 - $238,298	1,659 New	1,659 $234,000

Others Institutions Holding IJT

# of Institutions

823

Shares Held

27.4M

Call Options Held

8.2K

Put Options Held

Morgan Stanley New York, NY

3.18M
Shares

$437 Million
0.03% of portfolio
Bank Of America Corp Charlotte, NC

2.02M
Shares

$278 Million
0.02% of portfolio
Wells Fargo & Company San Francisco, CA

1.11M
Shares

$153 Million
0.03% of portfolio
Ubs Group Ag

1.07M
Shares

$147 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

952K
Shares

$131 Million
0.04% of portfolio

View Full List

About ISHARES S&P SMALL CAP 600 GROW

Ticker IJT
Sector ETFs
Industry ETFs

More about IJT

Track This Portfolio

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.

Account

Balboa Wealth Partners Ishares S&P Small Cap 600 Grow Transaction History