Coastal Bridge Advisors, LLC Ishares Tr Transaction History

Coastal Bridge Advisors, LLC

$1.1 Billion
Q2 2025

A detailed history of Coastal Bridge Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Coastal Bridge Advisors, LLC holds 2,769 shares of IYM stock, worth $414,546. This represents 0.04% of its overall portfolio holdings.

Number of Shares

2,769

Previous 1,613 71.67%

Holding current value

$414,546

Previous $217,000 78.34%

% of portfolio

0.04%

Previous 0.06%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	BUY	$116.16 - $140.01 $134,280 - $161,851	1,156 Added 71.67%	2,769 $387,000
Q1 2025 Aug 25, 2025	BUY	$128.53 - $142.03 $8,482 - $9,373	66 Added 2.38%	2,835 $382,000
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

217

Shares Held

2.65M

Call Options Held

8.6K

Put Options Held

View Full List

About ISHARES TR

Ticker IYM
Sector ETFs
Industry Closed-End Fund - Equity

More about IYM

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Coastal Bridge Advisors, LLC Ishares Tr Transaction History