Balboa Wealth Partners Ishares Tr Transaction History
Balboa Wealth Partners
- $369 Million
- Q2 2024
A detailed history of Balboa Wealth Partners transactions in Ishares Tr stock. As of the latest transaction made, Balboa Wealth Partners holds 29,642 shares of IYF stock, worth $3.06 Million. This represents 0.76% of its overall portfolio holdings.
Number of Shares
29,642
Previous 27,084
9.44%
Holding current value
$3.06 Million
Previous $2.59 Million
8.22%
% of portfolio
0.76%
Previous 0.84%
Shares
4 transactions
Others Institutions Holding IYF
# of Institutions
388Shares Held
15.3MCall Options Held
10.6KPut Options Held
500-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa2.05MShares$212 Million0.08% of portfolio
-
Bank Of America Corp Charlotte, NC1.64MShares$169 Million0.01% of portfolio
-
Morgan Stanley New York, NY1.25MShares$129 Million0.01% of portfolio
-
Phoenix Holdings Ltd. Givatayim, L31.2MShares$123 Million1.81% of portfolio
-
Goldman Sachs Group Inc New York, NY675KShares$69.7 Million0.01% of portfolio