Coastal Bridge Advisors, LLC Ishares Tr Transaction History

Coastal Bridge Advisors, LLC

$1.1 Billion
Q2 2025

A detailed history of Coastal Bridge Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Coastal Bridge Advisors, LLC holds 2,321 shares of DVY stock, worth $332,158. This represents 0.03% of its overall portfolio holdings.

Number of Shares

2,321

Holding current value

$332,158

% of portfolio

0.03%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Aug 14, 2025	BUY	$118.37 - $134.86 $274,736 - $313,010	2,321 New	2,321 $308,000

Others Institutions Holding DVY

# of Institutions

1,465

Shares Held

72.3M

Call Options Held

1.13M

Put Options Held

114K

Bank Of America Corp Charlotte, NC

7.84M
Shares

$1.12 Billion
0.08% of portfolio
Morgan Stanley New York, NY

6.3M
Shares

$901 Million
0.06% of portfolio
Wells Fargo & Company San Francisco, CA

3.76M
Shares

$538 Million
0.11% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

3.75M
Shares

$537 Million
0.32% of portfolio
Northern Trust Corp Chicago, IL

3.09M
Shares

$442 Million
0.06% of portfolio

View Full List

About ISHARES TR

Ticker DVY
Sector ETFs
Industry ETFs

More about DVY

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Coastal Bridge Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Coastal Bridge Advisors, LLC with notifications on news.

Account

Coastal Bridge Advisors, LLC Ishares Tr Transaction History