Balboa Wealth Partners Ishares Dj Us Tech ETF Transaction History
Balboa Wealth Partners
- $389 Million
- Q3 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 20,736 shares of IYW stock, worth $3.36 Million. This represents 0.81% of its overall portfolio holdings.
Number of Shares
20,736
Previous 20,636
0.48%
Holding current value
$3.36 Million
Previous $3.11 Million
1.22%
% of portfolio
0.81%
Previous 0.84%
Shares
5 transactions
Others Institutions Holding IYW
# of Institutions
1,149Shares Held
84.4MCall Options Held
80.4KPut Options Held
33.1K-
Envestnet Asset Management Inc10.7MShares$1.74 Billion0.54% of portfolio
-
Morgan Stanley New York, NY5.86MShares$949 Million0.07% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ4.52MShares$732 Million14.02% of portfolio
-
Bank Of America Corp Charlotte, NC4.27MShares$692 Million0.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.13MShares$670 Million0.29% of portfolio