Balboa Wealth Partners ISHARES TR Transaction History

Balboa Wealth Partners

  • $572 Million
  • Q4 2025
Number of Shares
68,109
Previous 74,859 9.02%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 16, 2026
SELL
N/A
-6,750 Reduced 9.02%
68,109 $0
Q3 2025

Nov 06, 2025
SELL
N/A
-98,702 Reduced 56.87%
74,859 $0
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
Track This Portfolio

Track Balboa Wealth Partners Portfolio

Follow Balboa Wealth Partners and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Balboa Wealth Partners, based on Form 13F filings with the SEC.

News

Stay updated on Balboa Wealth Partners with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email