Balboa Wealth Partners Ishares Russell 2000 ETF Transaction History

Balboa Wealth Partners

  • $398 Million
  • Q1 2025

A detailed history of Balboa Wealth Partners transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Balboa Wealth Partners holds 2,662 shares of IWM stock, worth $516,747. This represents 0.13% of its overall portfolio holdings.

Number of Shares
2,662
Previous 3,106 14.29%
Holding current value
$516,747
Previous $686,000 22.59%
% of portfolio
0.13%
Previous 0.16%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 23, 2025
SELL
$198.1 - $229.79 $87,956 - $102,026
-444 Reduced 14.29%
2,662 $531,000
Q3 2024

Nov 06, 2024
SELL
$200.87 - $224.6 $93,605 - $104,663
-466 Reduced 13.05%
3,106 $686,000
Q2 2024

Aug 13, 2024
SELL
$192.84 - $209.44 $47,824 - $51,941
-248 Reduced 6.49%
3,572 $724,000
Q1 2024

May 13, 2024
BUY
$189.48 - $210.3 $10,800 - $11,987
57 Added 1.51%
3,820 $803,000
Q4 2023

Feb 09, 2024
BUY
$162.21 - $204.82 $41,525 - $52,433
256 Added 7.3%
3,763 $755,000
Q3 2023

Oct 23, 2023
BUY
$174.36 - $198.71 $57,538 - $65,574
330 Added 10.39%
3,507 $619,000
Q2 2023

Aug 08, 2023
SELL
$170.4 - $187.93 $4,600 - $5,074
-27 Reduced 0.84%
3,177 $594,000
Q1 2023

May 11, 2023
SELL
$170.25 - $198.32 $635,713 - $740,526
-3,734 Reduced 53.82%
3,204 $571,000
Q4 2022

Feb 14, 2023
BUY
$166.81 - $188.05 $545,301 - $614,735
3,269 Added 89.1%
6,938 $1.21 Million
Q3 2022

Jan 04, 2023
BUY
$164.17 - $201.07 $602,339 - $737,725
3,669 New
3,669 $605,000

Others Institutions Holding IWM

# of Institutions
2,905
Shares Held
300M
Call Options Held
213M
Put Options Held
497M
View Full List

About ISHARES RUSSELL 2000 ETF

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