Coastal Investment Advisors, Inc. Ishares S&P Midcap 400 Value E Transaction History

Coastal Investment Advisors, Inc.

$504 Million
Q2 2024

A detailed history of Coastal Investment Advisors, Inc. transactions in Ishares S&P Midcap 400 Value E stock. As of the latest transaction made, Coastal Investment Advisors, Inc. holds 728 shares of IJJ stock, worth $89,099. This represents 0.02% of its overall portfolio holdings.

Number of Shares

728

Previous 728 -0.0%

Holding current value

$89,099

Previous $86,000 4.65%

% of portfolio

0.02%

Previous 0.02%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 19, 2024	BUY	$109.27 - $118.29 $79,548 - $86,115	728 New	728 $86,000
Q2 2023 Aug 09, 2023	BUY	$97.74 - $107.13 $71,154 - $77,990	728 New	728 $77,000
Q4 2022 Feb 10, 2023	SELL	$91.7 - $106.74 $5,318 - $6,190	-58 Reduced 4.83%	1,142 $115,000
Q3 2022 Oct 27, 2022	BUY	$90.0 - $107.68 $108,000 - $129,216	1,200 New	1,200 $108,000
Q1 2020 Apr 23, 2020	SELL	$46.62 - $86.52 $32,400 - $60,131	-695 Closed	0 $0
Q4 2019 Feb 05, 2020	BUY	$76.36 - $85.59 $5,268 - $5,905	69 Added 11.02%	695 $115,000
Q3 2019 Oct 18, 2019	SELL	$79.13 - $81.47 $2,215 - $2,281	-28 Reduced 4.28%	626 $101,000
Q2 2019 Aug 01, 2019	BUY	N/A	182 Added 38.56%	654 $104,000
Q1 2019 May 15, 2019	BUY	N/A	472 New	472 $74,000

Others Institutions Holding IJJ

# of Institutions

786

Shares Held

42.2M

Call Options Held

100

Put Options Held

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About ISHARES S&P MIDCAP 400 VALUE E

Ticker IJJ
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Coastal Investment Advisors, Inc. Ishares S&P Midcap 400 Value E Transaction History