Intercontinental Wealth Advisors, LLC Ishares Iboxx $ Investment Gra Transaction History

Intercontinental Wealth Advisors, LLC

$416 Million
Q2 2023

A detailed history of Intercontinental Wealth Advisors, LLC transactions in Ishares Iboxx $ Investment Gra stock. As of the latest transaction made, Intercontinental Wealth Advisors, LLC holds 10,227 shares of LQD stock, worth $1.14 Million. This represents 0.27% of its overall portfolio holdings.

Number of Shares

10,227

Previous 10,225 0.02%

Holding current value

$1.14 Million

Previous $1.12 Million 1.34%

% of portfolio

0.27%

Previous 0.29%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Jul 21, 2023	BUY	$106.02 - $110.43 $212 - $220	2 Added 0.02%	10,227 $1.11 Million
Q1 2023 May 03, 2023	BUY	$104.89 - $111.81 $1.07 Million - $1.14 Million	10,225 New	10,225 $1.12 Million
Q4 2017 Feb 20, 2018	SELL	$119.89 - $121.79 $328,738 - $333,948	-2,742 Closed	0 $0
Q3 2017 Nov 13, 2017	SELL	$120.62 - $121.61 $2.04 Million - $2.06 Million	-16,942 Reduced 86.07%	2,742 $332,000
Q2 2017 Aug 09, 2017	BUY	N/A	19,684	19,684 $2.37 Million

Others Institutions Holding LQD

# of Institutions

1,139

Shares Held

249M

Call Options Held

38.2M

Put Options Held

39.8M

View Full List

About ISHARES IBOXX $ INVESTMENT GRA

Ticker LQD
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Intercontinental Wealth Advisors, LLC Ishares Iboxx $ Investment Gra Transaction History