Coastal Bridge Advisors, LLC Ishares Tr Transaction History

Coastal Bridge Advisors, LLC

$355 Million
Q2 2024

A detailed history of Coastal Bridge Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Coastal Bridge Advisors, LLC holds 4,921 shares of IYJ stock, worth $656,953. This represents 0.17% of its overall portfolio holdings.

Number of Shares

4,921

Previous 6,185 20.44%

Holding current value

$656,953

Previous $777,000 24.45%

% of portfolio

0.17%

Previous 0.2%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 15, 2024	SELL	$119.1 - $125.05 $150,542 - $158,063	-1,264 Reduced 20.44%	4,921 $587,000
Q3 2021 Nov 15, 2021	SELL	$107.16 - $114.98 $54,544 - $58,524	-509 Reduced 7.6%	6,185 $663,000
Q4 2020 Feb 16, 2021	BUY	$81.66 - $97.19 $273,316 - $325,294	3,347 Added 100.0%	6,694 $650,000
Q2 2020 Aug 11, 2020	SELL	$58.74 - $81.28 $14,626 - $20,238	-249 Reduced 6.92%	3,347 $505,000
Q4 2019 Feb 13, 2020	SELL	$75.93 - $84.31 $5,998 - $6,660	-79 Reduced 2.15%	3,596 $603,000
Q2 2019 Aug 13, 2019	SELL	$73.79 - $79.44 $1.07 Million - $1.15 Million	-14,533 Reduced 79.82%	3,675 $582,000
Q2 2019 Aug 07, 2019	BUY	$73.79 - $79.44 $1.07 Million - $1.15 Million	14,533 Added 395.46%	18,208 $582,000
Q3 2017 Nov 13, 2017	BUY	$68.93 - $69.27 $253,317 - $254,567	3,675	3,675 $509,000

Others Institutions Holding IYJ

# of Institutions

312

Shares Held

6.6M

Call Options Held

4.9K

Put Options Held

8.2K

View Full List

About ISHARES TR

Ticker IYJ
Sector ETFs
Industry ETFs

More about IYJ

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