Coastal Investment Advisors, Inc. Ishares Morningstar Small Cap Transaction History

Coastal Investment Advisors, Inc.

  • $234 Million
  • Q4 2024

A detailed history of Coastal Investment Advisors, Inc. transactions in Ishares Morningstar Small Cap stock. As of the latest transaction made, Coastal Investment Advisors, Inc. holds 150 shares of ISCV stock, worth $9,708. This represents 0.0% of its overall portfolio holdings.

Number of Shares
150
Previous 150 -0.0%
Holding current value
$9,708
Previous $9,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 29, 2024
SELL
$57.26 - $64.12 $11,452 - $12,824
-200 Reduced 57.14%
150 $9,000
Q1 2024

Apr 19, 2024
BUY
$55.84 - $61.2 $19,544 - $21,420
350 New
350 $21,000
Q2 2023

Aug 09, 2023
BUY
$49.05 - $54.02 $22,072 - $24,309
450 New
450 $24,000
Q3 2022

Oct 27, 2022
BUY
$47.53 - $58.2 $21,388 - $26,190
450 New
450 $21,000
Q1 2020

Apr 23, 2020
SELL
$24.73 - $48.34 $6,182 - $12,085
-250 Closed
0 $0
Q4 2019

Feb 05, 2020
SELL
$42.6 - $48.14 $6,390 - $7,221
-150 Reduced 37.5%
250 $35,000
Q3 2019

Oct 18, 2019
BUY
$41.32 - $46.22 $16,528 - $18,488
400 New
400 $54,000

Others Institutions Holding ISCV

# of Institutions
125
Shares Held
3.34M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES MORNINGSTAR SMALL CAP

ISCV Quotes by TradingView
  • Ticker ISCV
  • Sector ETFs
  • Industry ETFs
More about ISCV
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.

Choose your preferred platform and Sign Up 👇 Telegram Email