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

Coastal Bridge Advisors, LLC

  • $337 Million
  • Q1 2025

A detailed history of Coastal Bridge Advisors, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Coastal Bridge Advisors, LLC holds 537 shares of IVV stock, worth $342,342. This represents 0.09% of its overall portfolio holdings.

Number of Shares
537
Previous 537 -0.0%
Holding current value
$342,342
Previous $316,000 4.75%
% of portfolio
0.09%
Previous 0.09%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025
SELL
$570.51 - $610.59 $16,544 - $17,707
-29 Reduced 5.12%
537 $316,000
Q3 2024

Nov 14, 2024
SELL
$520.18 - $576.82 $18,206 - $20,188
-35 Reduced 5.82%
566 $326,000
Q2 2024

Aug 15, 2024
SELL
$497.53 - $549.64 $9,453 - $10,443
-19 Reduced 3.06%
601 $328,000
Q1 2024

May 15, 2024
BUY
$469.56 - $525.73 $469 - $525
1 Added 0.16%
620 $325,000
Q4 2023

Feb 15, 2024
BUY
$412.55 - $479.0 $255,368 - $296,501
619 New
619 $295,000

Others Institutions Holding IVV

# of Institutions
3,971
Shares Held
814M
Call Options Held
15.3M
Put Options Held
4M
View Full List

About ISHARES CORE S&P 500 ETF

IVV Quotes by TradingView
  • Ticker IVV
  • Sector ETFs
  • Industry ETFs
More about IVV
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