Balboa Wealth Partners Ishares Tr Us Telecommunicatio Transaction History
Balboa Wealth Partners
- $552 Million
- Q3 2025
A detailed history of Balboa Wealth Partners transactions in Ishares Tr Us Telecommunicatio stock. As of the latest transaction made, Balboa Wealth Partners holds 89,587 shares of IYZ stock, worth $2.88 Million. This represents 0.52% of its overall portfolio holdings.
Number of Shares
89,587
Previous 88,699
1.0%
Holding current value
$2.88 Million
Previous $2.64 Million
9.43%
% of portfolio
0.52%
Previous 0.55%
Shares
3 transactions
Others Institutions Holding IYZ
# of Institutions
171Shares Held
17.9MCall Options Held
18.6KPut Options Held
0-
Morgan Stanley New York, NY2.09MShares$67.2 Million0.0% of portfolio
-
Citigroup Inc2.09MShares$67.1 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC1.62MShares$52.1 Million0.0% of portfolio
-
Pinkerton Retirement Specialists, LLC Coeur D Alene, ID1.2MShares$38.6 Million4.19% of portfolio
-
Sherman Porfolios, LLC Coeur D'alene, ID818KShares$26.3 Million9.42% of portfolio