Balboa Wealth Partners Ishares Dj Us Tech ETF Transaction History

Balboa Wealth Partners

  • $422 Million
  • Q4 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 2,279 shares of IYW stock, worth $333,463. This represents 0.09% of its overall portfolio holdings.

Number of Shares
2,279
Previous 20,736 89.01%
Holding current value
$333,463
Previous $3.14 Million 88.45%
% of portfolio
0.09%
Previous 0.81%

Shares

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

Feb 10, 2025
SELL
$148.14 - $166.23 $2.73 Million - $3.07 Million
-18,457 Reduced 89.01%
2,279 $363,000
Q3 2024

Nov 06, 2024
BUY
$133.16 - $158.73 $13,316 - $15,872
100 Added 0.48%
20,736 $3.14 Million
Q2 2024

Aug 13, 2024
BUY
$124.75 - $153.46 $144,710 - $178,013
1,160 Added 5.96%
20,636 $3.11 Million
Q1 2024

May 13, 2024
BUY
$117.5 - $136.59 $900,285 - $1.05 Million
7,662 Added 64.86%
19,476 $2.63 Million
Q4 2023

Feb 09, 2024
BUY
$101.31 - $123.31 $1.2 Million - $1.46 Million
11,814 New
11,814 $1.45 Million
Q2 2023

Aug 08, 2023
BUY
$88.68 - $109.37 $562,851 - $694,171
6,347 New
6,347 $690,000

Others Institutions Holding IYW

# of Institutions
1,247
Shares Held
84.3M
Call Options Held
118K
Put Options Held
73.1K
View Full List

About ISHARES DJ US TECH ETF

IYW Quotes by TradingView
  • Ticker IYW
  • Sector ETFs
  • Industry ETFs
More about IYW
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