Coastal Investment Advisors, Inc. Ishares Barclays Transaction History

Coastal Investment Advisors, Inc.

$211 Million
Q3 2024

A detailed history of Coastal Investment Advisors, Inc. transactions in Ishares Barclays stock. As of the latest transaction made, Coastal Investment Advisors, Inc. holds 6,234 shares of IEF stock, worth $582,380. This represents 0.29% of its overall portfolio holdings.

Number of Shares

6,234

Previous 6,843 8.9%

Holding current value

$582,380

Previous $640,000 4.53%

% of portfolio

0.29%

Previous 0.13%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 29, 2024	SELL	$92.67 - $99.14 $56,436 - $60,376	-609 Reduced 8.9%	6,234 $611,000
Q2 2024 Jul 15, 2024	BUY	$91.24 - $94.6 $543,972 - $564,005	5,962 Added 676.73%	6,843 $640,000
Q1 2024 Apr 19, 2024	BUY	$93.54 - $96.82 $82,408 - $85,298	881 New	881 $83,000
Q3 2023 Oct 20, 2023	SELL	$91.32 - $97.13 $5,205 - $5,536	-57 Reduced 6.15%	870 $79,000
Q2 2023 Aug 09, 2023	BUY	$96.39 - $100.48 $89,353 - $93,144	927 New	927 $89,000
Q4 2022 Feb 10, 2023	SELL	$92.93 - $99.14 $4,646 - $4,957	-50 Reduced 4.6%	1,037 $99,000
Q3 2022 Oct 27, 2022	BUY	$94.56 - $105.6 $102,786 - $114,787	1,087 New	1,087 $104,000
Q1 2020 Apr 23, 2020	SELL	$110.73 - $121.48 $65,995 - $72,402	-596 Closed	0 $0
Q4 2019 Feb 05, 2020	SELL	$110.18 - $113.81 $6,390 - $6,600	-58 Reduced 8.87%	596 $67,000
Q3 2019 Oct 18, 2019	SELL	$108.93 - $114.25 $1,307 - $1,371	-12 Reduced 1.8%	654 $72,000
Q2 2019 Aug 01, 2019	BUY	$105.05 - $110.09 $5,462 - $5,724	52 Added 8.47%	666 $71,000
Q1 2019 May 15, 2019	BUY	$103.43 - $106.84 $63,506 - $65,599	614 New	614 $64,000

Others Institutions Holding IEF

# of Institutions

1,042

Shares Held

279M

Call Options Held

12.5M

Put Options Held

13.3M

View Full List

About ISHARES BARCLAYS

Ticker IEF
Sector ETFs
Industry ETFs

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Coastal Investment Advisors, Inc. Ishares Barclays Transaction History