Balboa Wealth Partners Ishares Tr Transaction History

Balboa Wealth Partners

  • $310 Million
  • Q1 2024

A detailed history of Balboa Wealth Partners transactions in Ishares Tr stock. As of the latest transaction made, Balboa Wealth Partners holds 20,694 shares of IYJ stock, worth $2.47 Million. This represents 0.84% of its overall portfolio holdings.

Number of Shares
20,694
Previous 11,969 72.9%
Holding current value
$2.47 Million
Previous $1.37 Million 90.13%
% of portfolio
0.84%
Previous 0.46%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 13, 2024
BUY
$111.23 - $125.71 $970,481 - $1.1 Million
8,725 Added 72.9%
20,694 $2.6 Million
Q4 2023

Feb 09, 2024
BUY
$95.31 - $114.66 $1.14 Million - $1.37 Million
11,969 New
11,969 $1.37 Million
Q2 2023

Aug 08, 2023
BUY
$96.6 - $106.04 $557,382 - $611,850
5,770 New
5,770 $611,000

Others Institutions Holding IYJ

# of Institutions
318
Shares Held
6.18M
Call Options Held
3.6K
Put Options Held
9.8K
View Full List

About ISHARES TR

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