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 $415,152. This represents 0.06% of its overall portfolio holdings.

Number of Shares
3,600
Previous 3,600 -0.0%
Holding current value
$415,152
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
408
Shares Held
18M
Call Options Held
19.7K
Put Options Held
3.9K
View Full List

About ISHARES TR

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