Balboa Wealth Partners Ishares Tr Transaction History

Balboa Wealth Partners

  • $389 Million
  • Q3 2024

A detailed history of Balboa Wealth Partners transactions in Ishares Tr stock. As of the latest transaction made, Balboa Wealth Partners holds 29,805 shares of IYR stock, worth $2.75 Million. This represents 0.78% of its overall portfolio holdings.

Number of Shares
29,805
Holding current value
$2.75 Million
% of portfolio
0.78%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 06, 2024
BUY
$86.93 - $103.61 $2.59 Million - $3.09 Million
29,805 New
29,805 $3.04 Million
Q1 2023

May 11, 2023
BUY
$78.73 - $95.24 $1.11 Million - $1.35 Million
14,148 New
14,148 $1.2 Million
Q3 2022

Jan 04, 2023
BUY
$80.64 - $103.19 $264,821 - $338,875
3,284 New
3,284 $267,000

Others Institutions Holding IYR

# of Institutions
598
Shares Held
56.3M
Call Options Held
11.4M
Put Options Held
13.1M
View Full List

About ISHARES TR

IYR Quotes by TradingView
  • Ticker IYR
  • Sector ETFs
  • Industry Closed-End Fund - Equity
More about IYR
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