Intercontinental Wealth Advisors, LLC Ishares Tr Transaction History

Intercontinental Wealth Advisors, LLC

  • $416 Million
  • Q2 2023

A detailed history of Intercontinental Wealth Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Intercontinental Wealth Advisors, LLC holds 3,600 shares of IYF stock, worth $379,548. This represents 0.06% of its overall portfolio holdings.

Number of Shares
3,600
Previous 3,600 -0.0%
Holding current value
$379,548
Previous $256,000 4.69%
% of portfolio
0.06%
Previous 0.07%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Feb 13, 2023
SELL
$67.64 - $80.38 $9,469 - $11,253
-140 Reduced 3.74%
3,600 $271,000
Q4 2020

Feb 19, 2021
BUY
$55.06 - $66.77 $102,962 - $124,859
1,870 Added 100.0%
3,740 $250,000
Q1 2020

Jan 19, 2021
BUY
$41.18 - $71.71 $77,006 - $134,097
1,870 New
1,870 $221,000
Q4 2019

Feb 07, 2020
SELL
$62.23 - $68.93 $116,370 - $128,899
-1,870 Closed
0 $0
Q2 2017

Aug 09, 2017
BUY
N/A
1,870
1,870 $201,000

Others Institutions Holding IYF

# of Institutions
462
Shares Held
19.9M
Call Options Held
28.3K
Put Options Held
35.3K
View Full List

About ISHARES TR

IYF Quotes by TradingView
  • Ticker IYF
  • Sector ETFs
  • Industry ETFs
More about IYF
Track This Portfolio

Track Intercontinental Wealth Advisors, LLC Portfolio

Follow Intercontinental Wealth Advisors, LLC 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 Intercontinental Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Intercontinental Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email