Intercontinental Wealth Advisors, LLC Ishares Russell 3000 ETF Transaction History

Intercontinental Wealth Advisors, LLC

  • $416 Million
  • Q2 2023

A detailed history of Intercontinental Wealth Advisors, LLC transactions in Ishares Russell 3000 ETF stock. As of the latest transaction made, Intercontinental Wealth Advisors, LLC holds 11,510 shares of IWV stock, worth $3.95 Million. This represents 0.7% of its overall portfolio holdings.

Number of Shares
11,510
Previous 11,510 -0.0%
Holding current value
$3.95 Million
Previous $2.71 Million 8.12%
% of portfolio
0.7%
Previous 0.7%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

May 03, 2023
BUY
$218.83 - $242.18 $2.52 Million - $2.79 Million
11,510 New
11,510 $2.71 Million
Q2 2022

Aug 05, 2022
SELL
$210.65 - $265.31 $189,585 - $238,779
-900 Closed
0 $0
Q1 2022

May 09, 2022
BUY
$242.02 - $279.09 $217,818 - $251,180
900 New
900 $236,000
Q3 2021

Nov 12, 2021
SELL
$251.89 - $269.0 $227,960 - $243,445
-905 Closed
0 $0
Q2 2021

Aug 06, 2021
SELL
$240.32 - $256.01 $18.2 Million - $19.4 Million
-75,775 Reduced 98.82%
905 $232,000
Q1 2021

May 14, 2021
BUY
$220.59 - $239.53 $1.46 Million - $1.58 Million
6,615 Added 9.44%
76,680 $18.2 Million
Q4 2020

Feb 19, 2021
BUY
$191.94 - $223.55 $7.8 Million - $9.09 Million
40,655 Added 138.24%
70,065 $15.7 Million
Q3 2020

Mar 10, 2021
BUY
$180.98 - $208.68 $4.4 Million - $5.08 Million
24,320 Added 477.8%
29,410 $5.76 Million
Q3 2020

Jan 19, 2021
SELL
$180.98 - $208.68 $4.01 Million - $4.62 Million
-22,155 Reduced 81.32%
5,090 $884,000
Q2 2020

Mar 10, 2021
BUY
$141.33 - $188.81 $3.76 Million - $5.03 Million
26,630 Added 4330.08%
27,245 $4.91 Million
Q2 2020

Jan 19, 2021
SELL
$141.33 - $188.81 $1.39 Million - $1.86 Million
-9,860 Reduced 94.13%
615 $106,000
Q1 2020

Mar 10, 2021
BUY
$128.35 - $198.13 $1.34 Million - $2.08 Million
10,475 New
10,475 $1.55 Million
Q1 2020

Jan 19, 2021
SELL
$128.35 - $198.13 $430,614 - $664,726
-3,355 Closed
0 $0
Q4 2019

Feb 07, 2020
SELL
$168.6 - $189.08 $292,521 - $328,053
-1,735 Reduced 34.09%
3,355 $654,000
Q3 2019

Oct 09, 2019
BUY
$172.91 - $176.69 $773,772 - $790,687
4,475 Added 727.64%
5,090 $884,000
Q2 2019

Aug 02, 2019
BUY
N/A
615 New
615 $106,000

Others Institutions Holding IWV

# of Institutions
851
Shares Held
26.8M
Call Options Held
19.5K
Put Options Held
3K
View Full List

About ISHARES RUSSELL 3000 ETF

IWV Quotes by TradingView
  • Ticker IWV
  • Sector ETFs
  • Industry ETFs
More about IWV
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