A detailed history of Intercontinental Wealth Advisors, LLC transactions in Ishares Tr Tips Bd ETF stock. As of the latest transaction made, Intercontinental Wealth Advisors, LLC holds 12,254 shares of TIP stock, worth $1.36 Million. This represents 0.32% of its overall portfolio holdings.

Number of Shares
12,254
Previous 13,964 12.25%
Holding current value
$1.36 Million
Previous $1.54 Million 14.36%
% of portfolio
0.32%
Previous 0.4%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Jul 21, 2023

SELL
$107.1 - $111.15 $183,141 - $190,066
-1,710 Reduced 12.25%
12,254 $1.32 Million
Q1 2023

May 03, 2023

BUY
$106.24 - $110.25 $1.48 Million - $1.54 Million
13,964 New
13,964 $1.54 Million
Q4 2017

Feb 20, 2018

SELL
$112.97 - $114.3 $308,408 - $312,039
-2,730 Closed
0 $0
Q3 2017

Nov 13, 2017

SELL
$113.58 - $115.22 $651,608 - $661,017
-5,737 Reduced 67.76%
2,730 $310,000
Q2 2017

Aug 09, 2017

BUY
N/A
8,467
8,467 $960,000

Others Institutions Holding TIP

About ISHARES TR TIPS BD ETF


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