A detailed history of Coastal Investment Advisors, Inc. transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Coastal Investment Advisors, Inc. holds 5,212 shares of ITOT stock, worth $671,618. This represents 0.31% of its overall portfolio holdings.

Number of Shares
5,212
Previous 21,217 75.43%
Holding current value
$671,618
Previous $2.52 Million 74.05%
% of portfolio
0.31%
Previous 0.5%

Shares

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

Oct 29, 2024

SELL
$113.41 - $125.62 $1.82 Million - $2.01 Million
-16,005 Reduced 75.43%
5,212 $654,000
Q2 2024

Jul 15, 2024

SELL
$108.78 - $119.23 $40,031 - $43,876
-368 Reduced 1.7%
21,217 $2.52 Million
Q1 2024

Apr 19, 2024

SELL
$103.16 - $115.3 $40,748 - $45,543
-395 Reduced 1.8%
21,585 $2.49 Million
Q4 2023

Jan 19, 2024

BUY
$90.04 - $105.69 $75,723 - $88,885
841 Added 3.98%
21,980 $2.31 Million
Q3 2023

Oct 20, 2023

BUY
$93.72 - $101.39 $9,372 - $10,139
100 Added 0.48%
21,139 $1.99 Million
Q2 2023

Aug 09, 2023

SELL
$89.03 - $97.84 $15,936 - $17,513
-179 Reduced 0.84%
21,039 $2.06 Million
Q1 2023

May 05, 2023

SELL
$84.12 - $93.15 $841 - $931
-10 Reduced 0.05%
21,218 $1.92 Million
Q4 2022

Feb 10, 2023

BUY
$79.44 - $90.48 $18,986 - $21,624
239 Added 1.14%
21,228 $1.8 Million
Q3 2022

Oct 27, 2022

BUY
$79.54 - $95.9 $12,328 - $14,864
155 Added 0.74%
20,989 $1.67 Million
Q2 2022

Aug 09, 2022

BUY
$80.96 - $102.19 $7,529 - $9,503
93 Added 0.45%
20,834 $1.76 Million
Q1 2022

Apr 13, 2022

SELL
$93.09 - $107.63 $158,625 - $183,401
-1,704 Reduced 7.59%
20,741 $2.09 Million
Q4 2021

Jan 18, 2022

SELL
$98.24 - $107.61 $9,234 - $10,115
-94 Reduced 0.42%
22,445 $2.4 Million
Q3 2021

Oct 18, 2021

BUY
$97.33 - $103.96 $31,729 - $33,890
326 Added 1.47%
22,539 $2.22 Million
Q2 2021

Jul 15, 2021

SELL
$92.76 - $98.86 $39,794 - $42,410
-429 Reduced 1.89%
22,213 $2.19 Million
Q1 2021

Apr 12, 2021

BUY
$85.12 - $92.58 $243,783 - $265,149
2,864 Added 14.48%
22,642 $2.07 Million
Q4 2020

Jan 13, 2021

BUY
$74.05 - $86.22 $21,178 - $24,658
286 Added 1.47%
19,778 $1.71 Million
Q3 2020

Oct 23, 2020

BUY
$69.81 - $80.47 $26,737 - $30,820
383 Added 2.0%
19,492 $1.47 Million
Q2 2020

Jul 16, 2020

SELL
$54.49 - $72.8 $91,924 - $122,813
-1,687 Reduced 8.11%
19,109 $1.33 Million
Q1 2020

Apr 23, 2020

BUY
$49.67 - $76.42 $101,624 - $156,355
2,046 Added 10.91%
20,796 $1.19 Million
Q4 2019

Feb 05, 2020

BUY
$65.12 - $72.96 $198,681 - $222,600
3,051 Added 19.43%
18,750 $1.33 Million
Q3 2019

Oct 18, 2019

BUY
$64.37 - $68.57 $28,194 - $30,033
438 Added 2.87%
15,699 $1.05 Million
Q2 2019

Aug 01, 2019

BUY
$62.47 - $67.06 $91,393 - $98,108
1,463 Added 10.6%
15,261 $1.02 Million
Q1 2019

May 15, 2019

BUY
$55.45 - $64.92 $765,099 - $895,766
13,798 New
13,798 $887,000

Others Institutions Holding ITOT

About ISHARES CORE S&P TOTAL U.S. ST


  • Ticker ITOT
  • Sector ETFs
  • Industry ETFs
More about ITOT
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