Balboa Wealth Partners Ishares S&P 500 Growth ETF Transaction History
Balboa Wealth Partners
- $476 Million
- Q2 2025
A detailed history of Balboa Wealth Partners transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Balboa Wealth Partners holds 11,808 shares of IVW stock, worth $1.35 Million. This represents 0.27% of its overall portfolio holdings.
Number of Shares
11,808
Previous 26,131
54.81%
Holding current value
$1.35 Million
Previous $2.43 Million
46.39%
% of portfolio
0.27%
Previous 0.61%
Shares
10 transactions
Others Institutions Holding IVW
# of Institutions
2,071Shares Held
419MCall Options Held
196KPut Options Held
101K-
Envestnet Asset Management Inc45.4MShares$5.19 Billion1.53% of portfolio
-
Jpmorgan Chase & CO New York, NY43.8MShares$5.01 Billion0.32% of portfolio
-
Morgan Stanley New York, NY32.9MShares$3.77 Billion0.22% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.9MShares$2.16 Billion0.71% of portfolio
-
Bank Of America Corp Charlotte, NC18.8MShares$2.15 Billion0.14% of portfolio