Balboa Wealth Partners Ishares Tr Transaction History

Balboa Wealth Partners

  • $422 Million
  • Q4 2024

A detailed history of Balboa Wealth Partners transactions in Ishares Tr stock. As of the latest transaction made, Balboa Wealth Partners holds 18,420 shares of IYR stock, worth $1.79 Million. This represents 0.41% of its overall portfolio holdings.

Number of Shares
18,420
Previous 29,805 38.2%
Holding current value
$1.79 Million
Previous $3.04 Million 43.54%
% of portfolio
0.41%
Previous 0.78%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 10, 2025
SELL
$90.74 - $102.87 $1.03 Million - $1.17 Million
-11,385 Reduced 38.2%
18,420 $1.71 Million
Q3 2024

Nov 06, 2024
BUY
$86.93 - $103.61 $2.59 Million - $3.09 Million
29,805 New
29,805 $3.04 Million
Q1 2023

May 11, 2023
BUY
$78.73 - $95.24 $1.11 Million - $1.35 Million
14,148 New
14,148 $1.2 Million
Q3 2022

Jan 04, 2023
BUY
$80.64 - $103.19 $264,821 - $338,875
3,284 New
3,284 $267,000

Others Institutions Holding IYR

# of Institutions
617
Shares Held
57.4M
Call Options Held
8.93M
Put Options Held
12.5M
View Full List

About ISHARES TR

IYR Quotes by TradingView
  • Ticker IYR
  • Sector ETFs
  • Industry Closed-End Fund - Equity
More about IYR
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