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
Others Institutions Holding IYW
# of Institutions
1,247Shares Held
84.3MCall Options Held
118KPut Options Held
73.1K-
Envestnet Asset Management Inc10.2MShares$1.49 Billion0.54% of portfolio
-
Morgan Stanley New York, NY5.85MShares$856 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.11MShares$748 Million0.34% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ4.34MShares$635 Million13.63% of portfolio
-
Bank Of America Corp Charlotte, NC4.3MShares$629 Million0.06% of portfolio