Coastal Bridge Advisors, LLC Ishares U.S. Consumer Staples Transaction History

Coastal Bridge Advisors, LLC

$337 Million
Q1 2025

A detailed history of Coastal Bridge Advisors, LLC transactions in Ishares U.S. Consumer Staples stock. As of the latest transaction made, Coastal Bridge Advisors, LLC holds 8,043 shares of IYK stock, worth $572,581. This represents 0.17% of its overall portfolio holdings.

Number of Shares

8,043

Previous 8,043 -0.0%

Holding current value

$572,581

Previous $527,000 9.11%

% of portfolio

0.17%

Previous 0.15%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 15, 2024	SELL	$64.04 - $68.25 $78,000 - $83,128	-1,218 Reduced 13.15%	8,043 $528,000
Q1 2024 May 15, 2024	BUY	$65.5 - $197.39 $404,397 - $1.22 Million	6,174 Added 200.0%	9,261 $626,000
Q4 2022 Feb 08, 2023	SELL	$59.77 - $210.04 $9,503 - $33,396	-159 Reduced 4.9%	3,087 $625,000
Q1 2020 May 14, 2020	SELL	$93.41 - $139.81 $23,632 - $35,371	-253 Reduced 7.23%	3,246 $351,000
Q3 2019 Nov 08, 2019	SELL	$119.38 - $126.9 $19,220 - $20,430	-161 Reduced 4.4%	3,499 $443,000
Q2 2019 Aug 13, 2019	SELL	$115.24 - $123.53 $248,572 - $266,454	-2,157 Reduced 37.08%	3,660 $445,000
Q2 2019 Aug 07, 2019	BUY	$115.24 - $123.53 $248,572 - $266,454	2,157 Added 58.93%	5,817 $445,000
Q3 2017 Nov 13, 2017	BUY	$120.33 - $120.99 $440,407 - $442,823	3,660	3,660 $442,000

Others Institutions Holding IYK

# of Institutions

274

Shares Held

11.8M

Call Options Held

Put Options Held

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About ISHARES U.S. CONSUMER STAPLES

Ticker IYK
Sector ETFs
Industry ETFs

More about IYK

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Coastal Bridge Advisors, LLC Ishares U.S. Consumer Staples Transaction History