Coastal Investment Advisors, Inc. Ishares Tr Transaction History

Coastal Investment Advisors, Inc.

$281 Million
Q3 2025

A detailed history of Coastal Investment Advisors, Inc. transactions in Ishares Tr stock. As of the latest transaction made, Coastal Investment Advisors, Inc. holds 4,042 shares of DVY stock, worth $566,728. This represents 0.2% of its overall portfolio holdings.

Number of Shares

4,042

Previous 4,054 0.3%

Holding current value

$566,728

Previous $538,000 6.69%

% of portfolio

0.2%

Previous 0.22%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 23, 2025	SELL	$133.88 - $142.57 $1,606 - $1,710	-12 Reduced 0.3%	4,042 $574,000
Q2 2025 Jul 22, 2025	BUY	$118.37 - $134.86 $3,669 - $4,180	31 Added 0.77%	4,054 $538,000
Q1 2025 May 01, 2025	SELL	$128.58 - $138.1 $9,257 - $9,943	-72 Reduced 1.76%	4,023 $540,000
Q4 2024 Jan 28, 2025	BUY	$129.55 - $143.41 $36,792 - $40,728	284 Added 7.45%	4,095 $537,000
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

1,498

Shares Held

68.7M

Call Options Held

1.12M

Put Options Held

114K

View Full List

About ISHARES TR

Ticker DVY
Sector ETFs
Industry ETFs

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Coastal Investment Advisors, Inc. Ishares Tr Transaction History