A detailed history of Coastal Investment Advisors, Inc. transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Coastal Investment Advisors, Inc. holds 14,449 shares of IJR stock, worth $1.54 Million. This represents 0.33% of its overall portfolio holdings.

Number of Shares
14,449
Previous 14,205 1.72%
Holding current value
$1.54 Million
Previous $1.54 Million 3.84%
% of portfolio
0.33%
Previous 0.35%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 19, 2024

BUY
$102.35 - $110.52 $24,973 - $26,966
244 Added 1.72%
14,449 $1.6 Million
Q4 2023

Jan 19, 2024

BUY
$87.61 - $110.11 $5,168 - $6,496
59 Added 0.42%
14,205 $1.54 Million
Q2 2023

Aug 09, 2023

SELL
$91.14 - $99.81 $47,666 - $52,200
-523 Reduced 3.57%
14,146 $1.41 Million
Q1 2023

May 05, 2023

SELL
$92.27 - $107.68 $200,779 - $234,311
-2,176 Reduced 12.92%
14,669 $1.42 Million
Q4 2022

Feb 10, 2023

BUY
$93.02 - $102.13 $3,441 - $3,778
37 Added 0.22%
16,845 $1.59 Million
Q3 2022

Oct 27, 2022

SELL
$88.85 - $106.5 $7.22 Million - $8.65 Million
-81,220 Reduced 82.85%
16,808 $1.47 Million
Q2 2022

Aug 09, 2022

SELL
$89.03 - $109.02 $171,560 - $210,081
-1,927 Reduced 1.93%
98,028 $9.14 Million
Q1 2022

Apr 13, 2022

BUY
$102.32 - $116.69 $8.21 Million - $9.37 Million
80,279 Added 408.0%
99,955 $10.8 Million
Q4 2021

Jan 18, 2022

SELL
$108.26 - $120.32 $181,335 - $201,536
-1,675 Reduced 7.85%
19,676 $2.25 Million
Q3 2021

Oct 18, 2021

SELL
$104.62 - $113.69 $17,471 - $18,986
-167 Reduced 0.78%
21,351 $2.33 Million
Q2 2021

Jul 15, 2021

SELL
$106.38 - $116.3 $46,700 - $51,055
-439 Reduced 2.0%
21,518 $2.43 Million
Q1 2021

Apr 12, 2021

SELL
$91.04 - $115.01 $5.39 Million - $6.8 Million
-59,168 Reduced 72.93%
21,957 $2.38 Million
Q4 2020

Jan 13, 2021

BUY
$71.23 - $92.42 $1.64 Million - $2.12 Million
22,971 Added 39.5%
81,125 $7.46 Million
Q3 2020

Oct 23, 2020

SELL
$65.69 - $75.96 $120,147 - $138,930
-1,829 Reduced 3.05%
58,154 $4.08 Million
Q2 2020

Jul 16, 2020

SELL
$50.99 - $75.55 $54,559 - $80,838
-1,070 Reduced 1.75%
59,983 $4.1 Million
Q1 2020

Apr 23, 2020

BUY
$49.11 - $85.52 $328,398 - $571,872
6,687 Added 12.3%
61,053 $3.43 Million
Q4 2019

Feb 05, 2020

BUY
$75.05 - $84.14 $50,508 - $56,626
673 Added 1.25%
54,366 $4.45 Million
Q3 2019

Oct 18, 2019

BUY
$73.61 - $80.67 $28,634 - $31,380
389 Added 0.73%
53,693 $4.18 Million
Q2 2019

Aug 01, 2019

BUY
$73.17 - $81.37 $2.25 Million - $2.5 Million
30,716 Added 135.98%
53,304 $4.17 Million
Q1 2019

May 15, 2019

BUY
$68.34 - $81.18 $1.54 Million - $1.83 Million
22,588 New
22,588 $1.74 Million

Others Institutions Holding IJR

About ISHARES CORE S&P SM CAP ETF


  • Ticker IJR
  • Sector ETFs
  • Industry ETFs
More about IJR
Track This Portfolio

Track Coastal Investment Advisors, Inc. Portfolio

Follow Coastal Investment Advisors, Inc. and customize your updates to receive the information that matters most to you.

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.