A detailed history of Coastal Bridge Advisors, LLC transactions in Ishares Russell Midcap Value E stock. As of the latest transaction made, Coastal Bridge Advisors, LLC holds 3,202 shares of IWS stock, worth $451,257. This represents 0.04% of its overall portfolio holdings.

Number of Shares
3,202
Holding current value
$451,257
% of portfolio
0.04%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025

BUY
$110.58 - $132.14 $354,077 - $423,112
3,202 New
3,202 $423,000
Q1 2025

Aug 25, 2025

BUY
$122.59 - $135.24 $12,259 - $13,524
100 Added 3.12%
3,302 $415,000

Others Institutions Holding IWS

About ISHARES RUSSELL MIDCAP VALUE E


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