Intercontinental Wealth Advisors, LLC Ishares Tr Transaction History

Intercontinental Wealth Advisors, LLC

$416 Million
Q2 2023

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2018 Jan 31, 2019	BUY	N/A	150 New	150 $17,000
Q1 2018 May 02, 2018	SELL	N/A	-1,816 Closed	0 $0
Q2 2017 Aug 09, 2017	BUY	N/A	1,816	1,816 $206,000

Others Institutions Holding IYG

# of Institutions

274

Shares Held

13.2M

Call Options Held

11.1K

Put Options Held

0

River Front Investment Group, LLC Richmond, VA

1.56M
Shares

$131 Million
2.83% of portfolio
Envestnet Asset Management Inc

1.44M
Shares

$121 Million
0.04% of portfolio
Goldman Sachs Group Inc New York, NY

1.14M
Shares

$95.9 Million
0.01% of portfolio
Morgan Stanley New York, NY

910K
Shares

$76.7 Million
0.01% of portfolio
Raymond James & Associates St Petersburg, FL

562K
Shares

$47.3 Million
0.02% of portfolio

About ISHARES TR

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