Coastal Investment Advisors, Inc. Ishares Core S&P U.S. Value Et Transaction History
Coastal Investment Advisors, Inc.
- $281 Million
- Q3 2025
A detailed history of Coastal Investment Advisors, Inc. transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Coastal Investment Advisors, Inc. holds 34 shares of IUSV stock, worth $3,368. This represents 0.0% of its overall portfolio holdings.
Number of Shares
34
Previous 213
84.04%
Holding current value
$3,368
Previous $20,000
85.0%
% of portfolio
0.0%
Previous 0.01%
Shares
11 transactions
Others Institutions Holding IUSV
# of Institutions
821Shares Held
183MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC74.4MShares$7.37 Billion0.53% of portfolio
-
Lpl Financial LLC Fort Mill, SC15.2MShares$1.5 Billion0.51% of portfolio
-
Morgan Stanley New York, NY9.02MShares$893 Million0.06% of portfolio
-
Jones Financial Companies Lllp5.7MShares$565 Million0.41% of portfolio
-
Envestnet Asset Management Inc5.25MShares$520 Million0.15% of portfolio