Balboa Wealth Partners Ishares Tr Transaction History

Balboa Wealth Partners

$552 Million
Q3 2025

A detailed history of Balboa Wealth Partners transactions in Ishares Tr stock. As of the latest transaction made, Balboa Wealth Partners holds 22,087 shares of IYF stock, worth $2.73 Million. This represents 0.51% of its overall portfolio holdings.

Number of Shares

22,087

Previous 21,678 1.89%

Holding current value

$2.73 Million

Previous $2.62 Million 6.67%

% of portfolio

0.51%

Previous 0.55%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 06, 2025	BUY	$119.89 - $127.16 $49,035 - $52,008	409 Added 1.89%	22,087 $2.8 Million
Q2 2025 Jul 29, 2025	BUY	$99.23 - $120.99 $2.15 Million - $2.62 Million	21,678 New	21,678 $2.62 Million
Q4 2024 Feb 10, 2025	SELL	$102.7 - $119.05 $650,296 - $753,824	-6,332 Reduced 21.84%	22,666 $2.51 Million
Q3 2024 Nov 06, 2024	SELL	$93.83 - $105.05 $60,426 - $67,652	-644 Reduced 2.17%	28,998 $3.01 Million
Q2 2024 Aug 13, 2024	BUY	$89.39 - $96.85 $228,659 - $247,742	2,558 Added 9.44%	29,642 $2.8 Million

Q1 2024 May 13, 2024	BUY	$83.91 - $95.65 $971,174 - $1.11 Million	11,574 Added 74.62%	27,084 $2.59 Million
Q4 2023 Feb 09, 2024	BUY	$70.7 - $85.68 $1.1 Million - $1.33 Million	15,510 New	15,510 $1.32 Million
Q2 2023 Aug 08, 2023	BUY	$68.91 - $74.74 $521,166 - $565,258	7,563 New	7,563 $564,000

Others Institutions Holding IYF

# of Institutions

508

Shares Held

20M

Call Options Held

18.2K

Put Options Held

44.1K

View Full List

About ISHARES TR

Ticker IYF
Sector ETFs
Industry ETFs

More about IYF

Track This Portfolio

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.

Account

Balboa Wealth Partners Ishares Tr Transaction History