A detailed history of Intercontinental Wealth Advisors, LLC transactions in Ishares Core S&P Mid Cap ETF stock. As of the latest transaction made, Intercontinental Wealth Advisors, LLC holds 1,498 shares of IJH stock, worth $93,415. This represents 0.09% of its overall portfolio holdings.

Number of Shares
1,498
Previous 1,498 -0.0%
Holding current value
$93,415
Previous $374,000 4.55%
% of portfolio
0.09%
Previous 0.1%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2022

Nov 10, 2022

BUY
$43.85 - $263.28 $350 - $2,106
8 Added 0.54%
1,498 $328,000
Q1 2021

May 14, 2021

SELL
$226.3 - $267.93 $38,018 - $45,012
-168 Reduced 10.13%
1,490 $388,000
Q4 2020

Feb 19, 2021

BUY
$187.77 - $230.69 $76,610 - $94,121
408 Added 32.64%
1,658 $381,000
Q2 2020

Mar 10, 2021

SELL
$133.18 - $194.42 $26,636 - $38,884
-200 Reduced 13.79%
1,250 $222,000
Q2 2020

Jan 19, 2021

SELL
$133.18 - $194.42 $27,701 - $40,439
-208 Reduced 12.55%
1,450 $282,000
Q1 2020

Jan 19, 2021

BUY
$121.75 - $210.58 $49,674 - $85,916
408 Added 32.64%
1,658 $314,000
Q3 2019

Oct 09, 2019

SELL
$183.17 - $198.52 $36,634 - $39,704
-200 Reduced 13.79%
1,250 $242,000
Q2 2019

Aug 02, 2019

SELL
$181.14 - $198.0 $37,677 - $41,184
-208 Reduced 12.55%
1,450 $282,000
Q3 2017

Nov 13, 2017

SELL
$176.74 - $178.9 $3,888 - $3,935
-22 Reduced 1.31%
1,658 $297,000
Q4 2016

Mar 09, 2018

BUY
N/A
1,680 New
1,680 $278,000
Q2 2016

Mar 09, 2018

SELL
N/A
-1,441 Closed
0 $0
Q4 2015

Mar 09, 2018

BUY
N/A
1,441
1,441 $201,000

Others Institutions Holding IJH

About ISHARES CORE S&P MID-CAP ETF


  • Ticker IJH
  • Sector ETFs
  • Industry ETFs
More about IJH
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.