Coastal Investment Advisors, Inc. Ishares Tr Transaction History

Coastal Investment Advisors, Inc.

  • $211 Million
  • Q3 2024

A detailed history of Coastal Investment Advisors, Inc. transactions in Ishares Tr stock. As of the latest transaction made, Coastal Investment Advisors, Inc. holds 3,811 shares of DVY stock, worth $494,286. This represents 0.24% of its overall portfolio holdings.

Number of Shares
3,811
Previous 4,933 22.74%
Holding current value
$494,286
Previous $596,000 13.76%
% of portfolio
0.24%
Previous 0.12%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 29, 2024
SELL
$119.99 - $135.74 $134,628 - $152,300
-1,122 Reduced 22.74%
3,811 $514,000
Q2 2024

Jul 15, 2024
SELL
$115.73 - $125.75 $59,832 - $65,012
-517 Reduced 9.49%
4,933 $596,000
Q1 2024

Apr 19, 2024
SELL
$113.31 - $123.18 $96,766 - $105,195
-854 Reduced 13.55%
5,450 $671,000
Q4 2023

Jan 19, 2024
SELL
$102.97 - $119.06 $33,259 - $38,456
-323 Reduced 4.87%
6,304 $738,000
Q2 2023

Aug 09, 2023
BUY
$108.5 - $119.27 $174,251 - $191,547
1,606 Added 31.99%
6,627 $750,000
Q1 2023

May 05, 2023
BUY
$110.68 - $126.38 $49,584 - $56,618
448 Added 9.8%
5,021 $588,000
Q4 2022

Feb 10, 2023
BUY
$107.39 - $125.5 $66,152 - $77,308
616 Added 15.57%
4,573 $551,000
Q3 2022

Oct 27, 2022
BUY
$107.22 - $127.71 $3,967 - $4,725
37 Added 0.94%
3,957 $424,000
Q2 2022

Aug 09, 2022
SELL
$113.21 - $132.14 $4,754 - $5,549
-42 Reduced 1.06%
3,920 $467,000
Q1 2022

Apr 13, 2022
SELL
$119.99 - $129.75 $13,078 - $14,142
-109 Reduced 2.68%
3,962 $508,000
Q4 2021

Jan 18, 2022
BUY
$114.37 - $122.59 $48,149 - $51,610
421 Added 11.53%
4,071 $499,000
Q3 2021

Oct 18, 2021
BUY
$112.53 - $119.9 $3,713 - $3,956
33 Added 0.91%
3,650 $419,000
Q2 2021

Jul 15, 2021
SELL
$114.14 - $123.06 $6,505 - $7,014
-57 Reduced 1.55%
3,617 $422,000
Q1 2021

Apr 12, 2021
BUY
$94.76 - $115.39 $16,393 - $19,962
173 Added 4.94%
3,674 $419,000
Q4 2020

Jan 13, 2021
BUY
$81.33 - $97.54 $20,820 - $24,970
256 Added 7.89%
3,501 $337,000
Q3 2020

Oct 23, 2020
BUY
$77.43 - $86.72 $34,843 - $39,024
450 Added 16.1%
3,245 $265,000
Q2 2020

Jul 16, 2020
BUY
$69.37 - $91.69 $193,889 - $256,273
2,795 New
2,795 $226,000
Q1 2020

Apr 23, 2020
SELL
$62.67 - $107.3 $139,190 - $238,313
-2,221 Closed
0 $0
Q4 2019

Feb 05, 2020
BUY
$98.25 - $105.76 $27,510 - $29,612
280 Added 14.43%
2,221 $229,000
Q3 2019

Oct 18, 2019
BUY
$100.87 - $103.22 $83,722 - $85,672
830 Added 74.71%
1,941 $198,000
Q2 2019

Aug 01, 2019
SELL
N/A
-102 Reduced 8.41%
1,111 $110,000
Q1 2019

May 15, 2019
BUY
N/A
1,213 New
1,213 $118,000

Others Institutions Holding DVY

# of Institutions
1,360
Shares Held
70.5M
Call Options Held
1.1M
Put Options Held
383K
View Full List

About ISHARES TR

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