Coastal Bridge Advisors, LLC Ishares Dj Us Tech ETF Transaction History

Coastal Bridge Advisors, LLC

$1.1 Billion
Q2 2025

A detailed history of Coastal Bridge Advisors, LLC transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Coastal Bridge Advisors, LLC holds 11,035 shares of IYW stock, worth $2.18 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares

11,035

Previous 6,063 82.01%

Holding current value

$2.18 Million

Previous $851,000 124.68%

% of portfolio

0.17%

Previous 0.25%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	BUY	$122.57 - $173.27 $609,418 - $861,498	4,972 Added 82.01%	11,035 $1.91 Million
Q1 2025 Aug 25, 2025	BUY	$140.44 - $166.79 $74,011 - $87,898	527 Added 4.78%	11,562 $1.62 Million
Q2 2024 Aug 15, 2024	SELL	$124.75 - $153.46 $289,420 - $356,027	-2,320 Reduced 27.68%	6,063 $912,000
Q3 2022 Nov 15, 2022	BUY	$73.37 - $94.5 $29,348 - $37,800	400 Added 5.01%	8,383 $615,000
Q1 2022 May 13, 2022	SELL	$90.78 - $115.41 $40,851 - $51,934	-450 Reduced 5.34%	7,983 $823,000
Q3 2021 Nov 15, 2021	SELL	$98.99 - $108.87 $172,935 - $190,195	-1,747 Reduced 17.16%	8,433 $854,000
Q2 2021 Aug 10, 2021	BUY	$86.67 - $99.76 $69,336 - $79,808	800 Added 8.53%	10,180 $1.01 Million
Q1 2021 May 17, 2021	SELL	$82.45 - $93.1 $41,225 - $46,550	-500 Reduced 5.06%	9,380 $823,000
Q4 2020 Feb 16, 2021	BUY	$73.15 - $85.83 $542,041 - $636,000	7,410 Added 300.0%	9,880 $841,000
Q2 2019 Aug 13, 2019	SELL	$44.72 - $51.35 $284,374 - $326,534	-6,359 Reduced 72.02%	2,470 $489,000
Q2 2019 Aug 07, 2019	BUY	$44.72 - $51.35 $284,374 - $326,534	6,359 Added 257.45%	8,829 $489,000
Q3 2017 Nov 13, 2017	BUY	$36.73 - $37.48 $90,723 - $92,575	2,470	2,470 $370,000

Others Institutions Holding IYW

# of Institutions

1,308

Shares Held

88.9M

Call Options Held

281K

Put Options Held

235K

View Full List

About ISHARES DJ US TECH ETF

Ticker IYW
Sector ETFs
Industry ETFs

More about IYW

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 Dj Us Tech ETF Transaction History