Balboa Wealth Partners Ishares Tr Us Telecommunicatio Transaction History
Balboa Wealth Partners
- $476 Million
- Q2 2025
A detailed history of Balboa Wealth Partners transactions in Ishares Tr Us Telecommunicatio stock. As of the latest transaction made, Balboa Wealth Partners holds 88,699 shares of IYZ stock, worth $2.67 Million. This represents 0.55% of its overall portfolio holdings.
Number of Shares
88,699Holding current value
$2.67 Million% of portfolio
0.55%Shares
2 transactions
Others Institutions Holding IYZ
# of Institutions
154Shares Held
11MCall Options Held
59.6KPut Options Held
0-
Bank Of America Corp Charlotte, NC1.71MShares$51.5 Million0.0% of portfolio
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Morgan Stanley New York, NY1.52MShares$45.8 Million0.0% of portfolio
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Citigroup Inc967KShares$29.1 Million0.01% of portfolio
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Wells Fargo & Company San Francisco, CA474KShares$14.2 Million0.0% of portfolio
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Raymond James Financial Services Advisors, Inc. St. Petersburg, FL410KShares$12.3 Million0.01% of portfolio