Coastal Bridge Advisors, LLC Ishares Tr Transaction History

Coastal Bridge Advisors, LLC

  • $345 Million
  • Q4 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 1,613 shares of IYM stock, worth $217,416. This represents 0.06% of its overall portfolio holdings.

Number of Shares
1,613
Previous 1,613 -0.0%
Holding current value
$217,416
Previous $242,000 13.64%
% of portfolio
0.06%
Previous 0.07%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Feb 08, 2023
BUY
$109.29 - $133.88 $176,284 - $215,948
1,613 New
1,613 $201,000
Q2 2022

Aug 05, 2022
SELL
$117.72 - $154.02 $189,882 - $248,434
-1,613 Closed
0 $0
Q1 2021

May 17, 2021
SELL
$111.16 - $126.89 $1.45 Million - $1.65 Million
-13,035 Reduced 88.99%
1,613 $203,000
Q2 2019

Aug 07, 2019
BUY
$84.8 - $96.2 $1.24 Million - $1.41 Million
14,648 New
14,648 $153,000
Q3 2018

Nov 08, 2018
SELL
$97.95 - $102.95 $212,747 - $223,607
-2,172 Closed
0 $0
Q1 2018

May 11, 2018
SELL
$94.17 - $108.05 $18,645 - $21,393
-198 Reduced 8.35%
2,172 $209,000
Q3 2017

Nov 13, 2017
BUY
$95.26 - $95.84 $225,766 - $227,140
2,370
2,370 $227,000

Others Institutions Holding IYM

# of Institutions
207
Shares Held
2.49M
Call Options Held
900
Put Options Held
200
View Full List

About ISHARES TR

IYM Quotes by TradingView
  • Ticker IYM
  • Sector ETFs
  • Industry Closed-End Fund - Equity
More about IYM
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