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 6,163 shares of IFRA stock, worth $270,678. This represents 0.07% of its overall portfolio holdings.

Number of Shares

6,163

Previous 6,139 0.39%

Holding current value

$270,678

Previous $288,000 1.04%

% of portfolio

0.07%

Previous 0.07%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 10, 2025	BUY	$45.94 - $51.71 $1,102 - $1,241	24 Added 0.39%	6,163 $285,000
Q3 2024 Nov 06, 2024	SELL	$41.55 - $46.97 $225,574 - $255,000	-5,429 Reduced 46.93%	6,139 $288,000
Q2 2024 Aug 13, 2024	BUY	$41.22 - $44.87 $225,061 - $244,990	5,460 Added 89.39%	11,568 $487,000
Q1 2024 May 13, 2024	SELL	$38.14 - $43.36 $131,735 - $149,765	-3,454 Reduced 36.12%	6,108 $264,000
Q4 2023 Feb 09, 2024	SELL	$34.58 - $40.63 $24,102 - $28,319	-697 Reduced 6.79%	9,562 $385,000
Q3 2023 Oct 23, 2023	BUY	$36.59 - $40.45 $439 - $485	12 Added 0.12%	10,259 $375,000
Q2 2023 Aug 08, 2023	SELL	$35.99 - $39.08 $76,334 - $82,888	-2,121 Reduced 17.15%	10,247 $400,000
Q1 2023 May 11, 2023	SELL	$35.21 - $39.8 $104,679 - $118,325	-2,973 Reduced 19.38%	12,368 $461,000
Q4 2022 Feb 14, 2023	BUY	$32.43 - $38.16 $212,513 - $250,062	6,553 Added 74.57%	15,341 $556,000
Q3 2022 Jan 04, 2023	BUY	$32.24 - $39.24 $283,325 - $344,841	8,788 New	8,788 $283,000

Others Institutions Holding IFRA

# of Institutions

470

Shares Held

50.8M

Call Options Held

Put Options Held

100

View Full List

About ISHARES TR

Ticker IFRA
Sector ETFs
Industry ETFs

More about IFRA

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Balboa Wealth Partners Ishares Tr Transaction History