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

Coastal Bridge Advisors, LLC

  • $355 Million
  • Q2 2024

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 6,063 shares of IYW stock, worth $940,977. This represents 0.26% of its overall portfolio holdings.

Number of Shares
6,063
Previous 8,383 27.68%
Holding current value
$940,977
Previous $1.13 Million 19.43%
% of portfolio
0.26%
Previous 0.29%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,103
Shares Held
82.4M
Call Options Held
104K
Put Options Held
83.3K
View Full List

About ISHARES DJ US TECH ETF

IYW Quotes by TradingView
  • Ticker IYW
  • Sector ETFs
  • Industry ETFs
More about IYW
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