Coastal Investment Advisors, Inc. Ishares Tr Transaction History

Coastal Investment Advisors, Inc.

$234 Million
Q4 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 1,666 shares of IDV stock, worth $51,695. This represents 0.02% of its overall portfolio holdings.

Number of Shares

1,666

Previous 600 177.67%

Holding current value

$51,695

Previous $18,000 150.0%

% of portfolio

0.02%

Previous 0.01%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	BUY	$27.03 - $29.92 $28,813 - $31,894	1,066 Added 177.67%	1,666 $45,000
Q3 2024 Oct 29, 2024	SELL	$27.62 - $30.64 $2,264 - $2,512	-82 Reduced 12.02%	600 $18,000
Q2 2024 Jul 15, 2024	SELL	$26.94 - $30.1 $26,940 - $30,100	-1,000 Reduced 59.45%	682 $18,000
Q1 2024 Apr 19, 2024	BUY	$26.95 - $28.13 $45,329 - $47,314	1,682 New	1,682 $47,000
Q2 2023 Aug 09, 2023	BUY	$25.86 - $28.52 $82,286 - $90,750	3,182 New	3,182 $83,000
Q3 2022 Oct 27, 2022	BUY	$22.53 - $28.47 $71,690 - $90,591	3,182 New	3,182 $72,000
Q1 2020 Apr 23, 2020	SELL	$19.58 - $34.05 $30,975 - $53,867	-1,582 Closed	0 $0
Q4 2019 Feb 05, 2020	BUY	$29.79 - $33.61 $44,685 - $50,415	1,500 Added 1829.27%	1,582 $51,000
Q1 2019 May 15, 2019	BUY	N/A	82 New	82 $3,000

Others Institutions Holding IDV

# of Institutions

496

Shares Held

78.4M

Call Options Held

20.5K

Put Options Held

24.8K

View Full List

About ISHARES TR

Ticker IDV
Sector ETFs
Industry ETFs

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Coastal Investment Advisors, Inc. Ishares Tr Transaction History