Balboa Wealth Partners Ishares Dj Us Tech ETF Transaction History
Balboa Wealth Partners
- $476 Million
- Q2 2025
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 16,443 shares of IYW stock, worth $3.3 Million. This represents 0.6% of its overall portfolio holdings.
Number of Shares
16,443Holding current value
$3.3 Million% of portfolio
0.6%Shares
7 transactions
Others Institutions Holding IYW
# of Institutions
1,312Shares Held
88.9MCall Options Held
281KPut Options Held
235K-
Envestnet Asset Management Inc9.3MShares$1.87 Billion0.49% of portfolio
-
Morgan Stanley New York, NY5.94MShares$1.19 Billion0.07% of portfolio
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Lpl Financial LLC Fort Mill, SC5.42MShares$1.09 Billion0.33% of portfolio
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Bank Of America Corp Charlotte, NC4.61MShares$925 Million0.06% of portfolio
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Pgim Custom Harvest LLC Newark, NJ4.36MShares$876 Million15.71% of portfolio