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 546 shares of IDV stock, worth $19,918. This represents 0.01% of its overall portfolio holdings.

Number of Shares

546

Previous 400 36.5%

Holding current value

$19,918

Previous $13,000 46.15%

% of portfolio

0.01%

Previous 0.01%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 23, 2025	BUY	$34.54 - $37.28 $5,042 - $5,442	146 Added 36.5%	546 $19,000
Q2 2025 Jul 22, 2025	SELL	$27.79 - $34.84 $9,837 - $12,333	-354 Reduced 46.95%	400 $13,000
Q1 2025 May 01, 2025	SELL	$27.0 - $31.7 $24,624 - $28,910	-912 Reduced 54.74%	754 $23,000
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

576

Shares Held

97.7M

Call Options Held

23.6K

Put Options Held

166K

View Full List

About ISHARES TR

Ticker IDV
Sector ETFs
Industry ETFs

More about IDV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Coastal Investment Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Coastal Investment Advisors, Inc. with notifications on news.

Account

Coastal Investment Advisors, Inc. Ishares Tr Transaction History