Balboa Wealth Partners Ishares Dj Us Tech ETF Transaction History

Balboa Wealth Partners

  • $369 Million
  • Q2 2024

A detailed history of Balboa Wealth Partners transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Balboa Wealth Partners holds 20,636 shares of IYW stock, worth $3.08 Million. This represents 0.84% of its overall portfolio holdings.

Number of Shares
20,636
Previous 19,476 5.96%
Holding current value
$3.08 Million
Previous $2.63 Million 18.06%
% of portfolio
0.84%
Previous 0.85%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024
BUY
$124.75 - $153.46 $144,710 - $178,013
1,160 Added 5.96%
20,636 $3.11 Million
Q1 2024

May 13, 2024
BUY
$117.5 - $136.59 $900,285 - $1.05 Million
7,662 Added 64.86%
19,476 $2.63 Million
Q4 2023

Feb 09, 2024
BUY
$101.31 - $123.31 $1.2 Million - $1.46 Million
11,814 New
11,814 $1.45 Million
Q2 2023

Aug 08, 2023
BUY
$88.68 - $109.37 $562,851 - $694,171
6,347 New
6,347 $690,000

Others Institutions Holding IYW

# of Institutions
1,102
Shares Held
82.5M
Call Options Held
104K
Put Options Held
83.7K
View Full List

About ISHARES DJ US TECH ETF

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