Balboa Wealth Partners ISHARES TR Transaction History

Balboa Wealth Partners

  • $476 Million
  • Q2 2025
Number of Shares
173,561
Previous 183,128 5.22%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 29, 2025
SELL
N/A
-9,567 Reduced 5.22%
173,561 $0
Q1 2025

Apr 23, 2025
SELL
N/A
-10,809 Reduced 5.57%
183,128 $0
Q4 2024

Feb 10, 2025
SELL
N/A
-8,818 Reduced 4.35%
193,937 $0
Q3 2024

Nov 06, 2024
BUY
N/A
202,755 New
202,755 $0
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