Coastal Bridge Advisors, LLC Ishares S&P 500 Value ETF Transaction History

Coastal Bridge Advisors, LLC

  • $1.19 Billion
  • Q3 2025

A detailed history of Coastal Bridge Advisors, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Coastal Bridge Advisors, LLC holds 1,883 shares of IVE stock, worth $394,695. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,883
Previous 2,704 30.36%
Holding current value
$394,695
Previous $528,000 26.52%
% of portfolio
0.03%
Previous 0.05%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 03, 2025
SELL
$194.44 - $206.51 $159,635 - $169,544
-821 Reduced 30.36%
1,883 $388,000
Q2 2025

Aug 14, 2025
BUY
$168.34 - $195.42 $455,191 - $528,415
2,704 New
2,704 $528,000

Others Institutions Holding IVE

# of Institutions
1,764
Shares Held
168M
Call Options Held
67.9K
Put Options Held
38.7K
View Full List

About ISHARES S&P 500 VALUE ETF

IVE Quotes by TradingView
  • Ticker IVE
  • Sector ETFs
  • Industry ETFs
More about IVE
Track This Portfolio

Track Coastal Bridge Advisors, LLC Portfolio

Follow Coastal Bridge 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 Coastal Bridge Advisors, LLC, based on Form 13F filings with the SEC.

News

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

Choose your preferred platform and Sign Up 👇 Telegram Email